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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
751
Schrum Private Wealth Management
Florida
$572K +$109K +4,407 +25%
FM
752
Foster & Motley
Ohio
$569K -$44.8K -1,810 -8%
Vanguard Capital Wealth Advisors
753
Vanguard Capital Wealth Advisors
Colorado
$567K +$1.61K +65 +0.3%
AWA
754
Arkadios Wealth Advisors
Georgia
$562K +$61.5K +2,486 +13%
TIM
755
Total Investment Management
Arizona
$561K -$125K -5,038 -19%
SAM
756
Smithbridge Asset Management
Pennsylvania
$560K -$210K -8,484 -28%
CWA
757
Clarity Wealth Advisors
California
$560K -$3.66K -148 -0.7%
NW
758
Naviter Wealth
Arkansas
$558K
ATC
759
Argent Trust Co
Tennessee
$556K
HFS
760
Heritage Financial Services
Massachusetts
$556K -$3.76K -152 -0.7%
RAG
761
RIA Advisory Group
Iowa
$555K -$3.54K -143 -0.7%
PRI
762
Prepared Retirement Institute
Pennsylvania
$554K +$990 +40 +0.2%
CFB
763
Cullen/Frost Bankers
Texas
$554K -$379K -15,315 -42%
HOWA
764
Heritage Oak Wealth Advisors
Florida
$552K -$4.23K -171 -0.8%
SFG
765
Sovereign Financial Group
Connecticut
$552K -$223 -9 -0%
PSCM
766
Per Stirling Capital Management
Texas
$550K -$767 -31 -0.1%
HCC
767
Hirtle Callaghan & Co
Pennsylvania
$549K
SC
768
Shuttleworth & Co
Ohio
$547K +$526K +21,267 New
CW
769
CreativeOne Wealth
Kansas
$546K +$187K +7,535 +55%
NL
770
NWAM LLC
Washington
$545K -$3.74K -151 -0.7%
KFP
771
Keener Financial Planning
Texas
$543K +$3.64K +147 +0.7%
SRWM
772
Shira Ridge Wealth Management
California
$543K
CA
773
Clearstead Advisors
Ohio
$540K +$196K +7,913 +61%
ACM
774
Armbruster Capital Management
New York
$534K +$2.25K +91 +0.4%
CFP
775
Catalyst Financial Partners
Massachusetts
$526K -$110K -4,458 -18%