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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
776
Capstone Financial Advisors
Illinois
$574K -$10.3K -391 -2%
FM
777
Foster & Motley
Ohio
$574K -$24.8K -946 -4%
AAS
778
Annex Advisory Services
Wisconsin
$572K -$13.9K -531 -2%
BDF
779
Black Diamond Financial
Maryland
$572K +$71.4K +2,720 +14%
CFO
780
Custos Family Office
Texas
$565K
BTI
781
Blue Trust Inc
Georgia
$564K -$4.22K -161 -0.7%
SPWM
782
Schrum Private Wealth Management
Florida
$562K +$1.6K +61 +0.3%
KCA
783
Kilner Capital Advisors
Maryland
$561K +$62.4K +2,378 +12%
LC
784
Landaas & Company
Wisconsin
$559K +$585K +22,280 New
NS
785
NBC Securities
Alabama
$559K -$5.85K -223 -1%
TIM
786
Total Investment Management
Arizona
$554K +$5.35K +204 +0.9%
SSW
787
Stone Summit Wealth
Florida
$549K +$236 +9 +0%
TCM
788
Traynor Capital Management
Pennsylvania
$548K +$116K +4,403 +24%
MFA
789
Mayflower Financial Advisors
Massachusetts
$547K
FA
790
Faithward Advisors
Pennsylvania
$547K -$9.76K -372 -2%
BSI
791
Bennett Selby Investments
Maine
$547K +$971 +37 +0.2%
PRI
792
Prepared Retirement Institute
Pennsylvania
$546K +$2.89K +110 +0.5%
Vanguard Capital Wealth Advisors
793
Vanguard Capital Wealth Advisors
Colorado
$544K +$4.17K +159 +0.7%
ATC
794
Argent Trust Co
Tennessee
$543K
CNWM
795
Clay Northam Wealth Management
California
$540K -$30.2K -1,150 -5%
SFG
796
Sovereign Financial Group
Connecticut
$539K +$341 +13 +0.1%
CFB
797
Cullen/Frost Bankers
Texas
$538K
RWA
798
Roberts Wealth Advisors
California
$538K +$562K +21,414 New
HCC
799
Hirtle Callaghan & Co
Pennsylvania
$536K
WA
800
Waterford Advisors
New York
$530K