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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
776
Advisortrust Partners
North Carolina
$690K -$111K -3,964 -14%
FWMP
777
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$686K -$122K -4,352 -16%
IMC Chicago
778
IMC Chicago
Illinois
$680K +$156K +5,570 +31%
IF
779
IRON Financial
Illinois
$678K -$560 -20 -0.1%
TW
780
TritonPoint Wealth
Maryland
$678K
TP
781
TritonPoint Partners
Maryland
$678K +$655K +23,412 New
AWP
782
Abacus Wealth Partners
California
$674K +$651K +23,261 New
IIA
783
Integral Investment Advisors
California
$673K +$651K +23,250 New
GI
784
GS Investments
Minnesota
$672K
FM
785
Foster & Motley
Ohio
$672K +$9.32K +333 +1%
AWA
786
Aquire Wealth Advisors
Utah
$670K
NS
787
NBC Securities
Alabama
$667K +$21.2K +757 +3%
BDF
788
Black Diamond Financial
Maryland
$666K +$6.33K +226 +1%
KWM
789
Kingsview Wealth Management
Oregon
$666K +$278K +9,933 +76%
SAM
790
Summit Asset Management
Tennessee
$665K -$27.7K -990 -4%
CFA
791
Capstone Financial Advisors
Illinois
$663K +$252 +9 +0%
PFA
792
Perryman Financial Advisory
Texas
$661K -$112K -4,016 -15%
IWM
793
Integris Wealth Management
California
$661K -$35.8K -1,279 -5%
AAS
794
Annex Advisory Services
Wisconsin
$659K -$616 -22 -0.1%
PCH
795
PGIM Custom Harvest
New Jersey
$654K +$366K +13,090 +138%
TWA
796
Tandem Wealth Advisors
Arizona
$652K +$82.2K +2,936 +15%
BTI
797
Blue Trust Inc
Georgia
$652K +$896 +32 +0.1%
CFO
798
Custos Family Office
Texas
$652K
KCA
799
Kilner Capital Advisors
Maryland
$648K -$1.4K -50 -0.2%
LC
800
Landaas & Company
Wisconsin
$645K