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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
776
Reliant Wealth Planning
Kentucky
$695K – – –
RFA
777
Rollins Financial Advisors
New York
$691K – – –
DWP
778
Daymark Wealth Partners
Ohio
$690K +$14K +500 +2%
AP
779
Advisortrust Partners
North Carolina
$690K -$111K -3,964 -14%
FWMP
780
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$686K -$122K -4,352 -16%
IMC Chicago
781
IMC Chicago
Illinois
$680K +$156K +5,570 +31%
IF
782
IRON Financial
Illinois
$678K -$560 -20 -0.1%
TW
783
TritonPoint Wealth
Maryland
$678K – – –
TP
784
TritonPoint Partners
Maryland
$678K +$655K +23,412 New
AWP
785
Abacus Wealth Partners
California
$674K +$651K +23,261 New
IIA
786
Integral Investment Advisors
California
$673K +$651K +23,250 New
GI
787
GS Investments
Minnesota
$672K – – –
FM
788
Foster & Motley
Ohio
$672K +$9.32K +333 +1%
AWA
789
Aquire Wealth Advisors
Utah
$670K – – –
NS
790
NBC Securities
Alabama
$667K +$21.2K +757 +3%
BDF
791
Black Diamond Financial
Maryland
$666K +$6.33K +226 +1%
KWM
792
Kingsview Wealth Management
Oregon
$666K +$278K +9,933 +76%
SAM
793
Summit Asset Management
Tennessee
$665K -$27.7K -990 -4%
CFA
794
Capstone Financial Advisors
Illinois
$663K +$252 +9 +0%
PFA
795
Perryman Financial Advisory
Texas
$661K -$112K -4,016 -15%
IWM
796
Integris Wealth Management
California
$661K -$35.8K -1,279 -5%
AAS
797
Annex Advisory Services
Wisconsin
$659K -$616 -22 -0.1%
PCH
798
PGIM Custom Harvest
New Jersey
$654K +$366K +13,090 +138%
TWA
799
Tandem Wealth Advisors
Arizona
$652K +$82.2K +2,936 +15%
BTI
800
Blue Trust Inc
Georgia
$652K +$896 +32 +0.1%