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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
751
Econ Financial Services
Pennsylvania
$691K -$46.1K -1,770 -6%
AO
752
Advisor OS
Illinois
$687K -$11.7K -450 -2%
TI
753
Tidal Investments
Wisconsin
$687K +$682K +26,197 New
CAAM
754
Cornerstone Advisors Asset Management
Pennsylvania
$686K +$2.11K +81 +0.3%
Citigroup
755
Citigroup
New York
$686K -$3.45M -132,556 -84%
SC
756
SouthState Corp
Florida
$680K -$110K -4,225 -14%
BW
757
BIP Wealth
Georgia
$667K +$306K +11,764 +86%
WAM
758
Wernau Asset Management
Massachusetts
$664K -$74.8K -2,874 -10%
MPCL
759
My Personal CFO LLC
Washington
$662K -$127K -4,887 -16%
SAM
760
Summit Asset Management
Tennessee
$662K +$208 +8 +0%
PB
761
Pinnacle Bancorp
Nebraska
$658K
SWM
762
Shakespeare Wealth Management
Wisconsin
$658K
HPIA
763
Hamilton Point Investment Advisors
North Carolina
$658K
GP
764
Greenline Partners
New York
$657K +$1.74K +67 +0.3%
OFP
765
OLIO Financial Planning
Virginia
$650K -$52 -2 -0%
RFP
766
Root Financial Partners
California
$640K -$75.4K -2,897 -11%
BP
767
Broadleaf Partners
Ohio
$634K +$9.21K +354 +1%
IWM
768
Integris Wealth Management
California
$632K
RFA
769
Rollins Financial Advisors
New York
$626K -$6.77K -260 -1%
FM
770
Foster & Motley
Ohio
$624K +$43.7K +1,680 +8%
DI
771
Disciplined Investments
Oklahoma
$623K -$993K -38,127 -62%
IF
772
IRON Financial
Illinois
$617K +$417 +16 +0.1%
TW
773
TritonPoint Wealth
Maryland
$614K -$11.9K -458 -2%
EP
774
Edgestream Partners
New Jersey
$613K +$608K +23,358 New
WCFA
775
Walkner Condon Financial Advisors
Wisconsin
$612K -$13K -499 -2%