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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
776
Shira Ridge Wealth Management
California
$479K
FA
777
Fiduciary Alliance
South Carolina
$476K +$247K +10,810 +106%
KFP
778
Keener Financial Planning
Texas
$476K
WCFA
779
Walkner Condon Financial Advisors
Wisconsin
$470K
LWM
780
Lakeridge Wealth Management
Ohio
$470K
LA
781
LexAurum Advisors
Kansas
$466K
FFM
782
Forum Financial Management
Illinois
$465K +$11.2K +491 +2%
WFS
783
WealthGarden F.S.
California
$461K +$221K +9,695 +91%
S4W
784
Solutions 4 Wealth
Texas
$458K +$480 +21 +0.1%
EW
785
Evoke Wealth
California
$454K
GC
786
Garde Capital
Washington
$453K +$9.8K +429 +2%
MFC
787
Morris Financial Concepts
South Carolina
$450K -$685 -30 -0.2%
WS
788
Wedbush Securities
California
$450K -$1.76K -77 -0.4%
AMIM
789
Aull & Monroe Investment Management
Alabama
$449K
NA
790
Novus Advisors
South Carolina
$449K +$451K +19,764 New
B
791
BetterWealth
California
$447K
AO
792
Advisor OS
Illinois
$443K +$171K +7,506 +62%
ECM
793
Evergreen Capital Management
Washington
$439K +$251 +11 +0.1%
Vanguard Personalized Indexing Management
794
Vanguard Personalized Indexing Management
California
$438K -$20.3K -889 -4%
CAL
795
Capital Analysts LLC
Pennsylvania
$434K -$44K -1,928 -9%
LWM
796
Level Wealth Management
North Carolina
$434K +$437K +19,111 New
ACP
797
Aviance Capital Partners
Florida
$433K -$15.1K -661 -3%
LAIC
798
Lederer & Associates Investment Counsel
California
$431K
Qube Research & Technologies (QRT)
799
Qube Research & Technologies (QRT)
United Kingdom
$427K +$204K +8,918 +90%
VIA
800
Vickerman Investment Advisors
Washington
$425K +$9.64K +422 +2%