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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
801
Lakeridge Wealth Management
Ohio
$479K -$1.26K -51 -0.3%
HCP
802
Hardin Capital Partners
South Carolina
$475K
TIA
803
Tiemann Investment Advisors
California
$475K -$25 -1 -0%
RWP
804
Revolve Wealth Partners
New Jersey
$473K +$322 +13 +0.1%
WFA
805
West Financial Advisors
Iowa
$473K -$20.1K -813 -4%
S4W
806
Solutions 4 Wealth
Texas
$473K +$668 +27 +0.1%
WRPWM
807
Werba Rubin Papier Wealth Management
California
$470K +$453K +18,300 New
FBB
808
Fulton Breakefield Broenniman
Maryland
$470K -$7.7K -311 -2%
VFA
809
Valeo Financial Advisors
Indiana
$468K -$25 -1 -0%
LWM
810
Level Wealth Management
North Carolina
$467K -$5.82K -235 -1%
PWA
811
Physician Wealth Advisors
Utah
$465K +$25 +1 +0%
HR
812
Hardy Reed
Mississippi
$465K
RCWM
813
Royal Capital Wealth Management
Indiana
$465K +$149 +6 +0%
EHC
814
Everett Harris & Co
California
$465K -$83.7K -3,380 -16%
YAL
815
Your Advocates Ltd
Texas
$465K +$1.21K +49 +0.3%
RFC
816
Regions Financial Corp
Alabama
$464K
SFP
817
Shepherd Financial Partners
Massachusetts
$463K +$1.29K +52 +0.3%
PFBT
818
Parkside Financial Bank & Trust
Missouri
$462K -$68.1K -2,752 -13%
SRC
819
Sage Rhino Capital
California
$461K +$1.06K +43 +0.2%
SFG
820
Sage Financial Group
Pennsylvania
$460K +$2.7K +109 +0.6%
AC
821
Apella Capital
Connecticut
$457K -$16K -646 -3%
EW
822
Evoke Wealth
California
$456K
ONSWM
823
Old North State Wealth Management
North Carolina
$456K +$668 +27 +0.2%
JWM
824
Jeppson Wealth Management
California
$455K +$49.8K +2,011 +13%
Two Sigma Investments
825
Two Sigma Investments
New York
$455K