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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMD
801
Better Money Decisions
New Mexico
$215K +$204K +12,495 New
BFA
802
Beaumont Financial Advisors
Massachusetts
$214K +$203K +12,426 New
PP
803
Patten & Patten
Tennessee
$213K +$202K +12,387 New
CAS
804
Coppell Advisory Solutions
Texas
$212K -$100K -6,147 -33%
TB
805
Treynor Bancshares
Iowa
$210K +$199K +12,204 New
CW
806
CreativeOne Wealth
Kansas
$210K -$155K -9,483 -44%
CGA
807
Crescent Grove Advisors
Illinois
$207K +$196K +12,000 New
SFS
808
Solitude Financial Services
Virginia
$207K +$196K +12,000 New
TFS
809
Thoroughbred Financial Services
Tennessee
$206K -$82.1K -5,034 -30%
MW
810
Marcum Wealth
Ohio
$206K +$195K +11,946 New
CAL
811
Capital Analysts LLC
Pennsylvania
$204K +$685 +42 +0.4%
CCMI
812
Creative Capital Management Investments
California
$203K -$57.9K -3,549 -23%
MFT
813
Moisand Fitzgerald Tamayo
Florida
$203K -$3.57K -219 -2%
AWA
814
Arkadios Wealth Advisors
Georgia
$202K +$192K +11,748 New
AP
815
Americana Partners
Texas
$202K +$192K +11,748 New
RP
816
Riverwater Partners
Wisconsin
$200K +$189K +11,616 New
MM
817
Main Management
California
$193K -$27.6K -1,695 -13%
AIA
818
Armor Investment Advisors
North Carolina
$190K +$52.8K +3,237 +41%
EWA
819
EverSource Wealth Advisors
Alabama
$177K +$117K +7,200 +235%
AWM
820
Abound Wealth Management
Tennessee
$161K -$23.4K -1,434 -13%
MAWA
821
Moss Adams Wealth Advisors
Washington
$157K +$245 +15 +0.2%
GWANC
822
Guardian Wealth Advisors (North Carolina)
North Carolina
$150K
Citigroup
823
Citigroup
New York
$144K -$50K -3,066 -27%
SIC
824
SJS Investment Consulting
Ohio
$142K -$11.6K -714 -8%
CA
825
Clearstead Advisors
Ohio
$139K +$68.8K +4,221 +110%