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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHC
776
Everett Harris & Co
California
$512K -$5.73K -260 -1%
SFG
777
Sovereign Financial Group
Connecticut
$511K +$176 +8 +0%
NL
778
NWAM LLC
Washington
$511K +$51.7K +2,345 +12%
PSCM
779
Per Stirling Capital Management
Texas
$511K -$2.51K -114 -0.5%
HCC
780
Hirtle Callaghan & Co
Pennsylvania
$509K
FIA
781
Foundations Investment Advisors
Arizona
$505K +$51.3K +2,330 +12%
SRWM
782
Shira Ridge Wealth Management
California
$503K
KFP
783
Keener Financial Planning
Texas
$500K
PFBT
784
Parkside Financial Bank & Trust
Missouri
$494K +$198 +9 +0%
ACM
785
Armbruster Capital Management
New York
$493K -$86K -3,902 -16%
CFG
786
Citizens Financial Group
Rhode Island
$491K -$430K -19,525 -49%
DWM
787
Dakota Wealth Management
Florida
$484K -$28.7K -1,302 -6%
MFC
788
Morris Financial Concepts
South Carolina
$473K
BDF
789
Black Diamond Financial
Maryland
$470K +$3.57K +162 +0.8%
B
790
BetterWealth
California
$469K
AMIM
791
Aull & Monroe Investment Management
Alabama
$466K -$4.89K -222 -1%
AWA
792
Arkadios Wealth Advisors
Georgia
$462K +$180K +8,193 +73%
AO
793
Advisor OS
Illinois
$461K -$2.07K -94 -0.5%
ECM
794
Evergreen Capital Management
Washington
$461K
WFA
795
West Financial Advisors
Iowa
$458K -$153K -6,951 -27%
BIM
796
Baldwin Investment Management
Pennsylvania
$457K -$2.03K -92 -0.5%
BlackRock
797
BlackRock
New York
$456K
AIM
798
Anchor Investment Management
South Carolina
$453K +$19.8K +900 +5%
GC
799
Gilbert & Cook
Iowa
$452K -$117K -5,296 -22%
ACP
800
Aviance Capital Partners
Florida
$452K