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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
801
BIP Wealth
Georgia
$208K +$216K +12,501 New
FBB
802
Fulton Breakefield Broenniman
Maryland
$208K -$5.71K -330 -3%
GD
803
Grandfield & Dodd
New York
$206K +$215K +12,420 New
PP
804
Patten & Patten
Tennessee
$206K
OPWM
805
Oxinas Partners Wealth Management
Indiana
$206K -$7.42K -429 -3%
SM
806
Sensible Money
Arizona
$205K -$26.2K -1,512 -11%
CPRC
807
Consolidated Portfolio Review Corp
New York
$203K -$55.8K -3,222 -21%
TB
808
Treynor Bancshares
Iowa
$203K +$156 +9 +0.1%
AAS
809
Ameritas Advisory Services
Nebraska
$202K +$210K +12,147 New
JWCA
810
J.W. Cole Advisors
Florida
$200K +$209K +12,063 New
CAL
811
Capital Analysts LLC
Pennsylvania
$198K +$675 +39 +0.3%
CCMI
812
Creative Capital Management Investments
California
$196K
MAWA
813
Moss Adams Wealth Advisors
Washington
$194K +$44K +2,541 +28%
MFT
814
Moisand Fitzgerald Tamayo
Florida
$190K -$5.56K -321 -3%
MM
815
Main Management
California
$186K
AIA
816
Armor Investment Advisors
North Carolina
$184K +$260 +15 +0.1%
Comerica Bank
817
Comerica Bank
Texas
$183K +$191K +11,019 New
OCM
818
Osterweis Capital Management
California
$159K
AWM
819
Abound Wealth Management
Tennessee
$153K -$1.92K -111 -1%
Citigroup
820
Citigroup
New York
$153K +$14.3K +825 +10%
GWANC
821
Guardian Wealth Advisors (North Carolina)
North Carolina
$145K +$935 +54 +0.6%
TWP
822
TFO Wealth Partners
Ohio
$138K
SIC
823
SJS Investment Consulting
Ohio
$137K
DFC
824
DB Fitzpatrick & Co
Idaho
$134K -$93K -5,376 -40%
SSB
825
Sandy Spring Bank
Maryland
$131K +$104 +6 +0.1%