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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
801
Vanguard Capital Wealth Advisors
Colorado
$565K -$14.2K -545 -2%
SFG
802
Sovereign Financial Group
Connecticut
$563K +$417 +16 +0.1%
CFB
803
Cullen/Frost Bankers
Texas
$563K -$2.27K -87 -0.4%
HCC
804
Hirtle Callaghan & Co
Pennsylvania
$560K
HFS
805
Heritage Financial Services
Massachusetts
$557K -$10K -385 -2%
SRWM
806
Shira Ridge Wealth Management
California
$554K
KFP
807
Keener Financial Planning
Texas
$550K -$3.83K -147 -0.7%
BF
808
Blankinship & Foster
California
$542K -$49.4K -1,897 -8%
PWAM
809
Private Wealth Asset Management
Iowa
$539K +$512K +19,675 +2,246%
SCFS
810
Stewardship Concepts Financial Services
Washington
$539K +$534K +20,500 New
PSCM
811
Per Stirling Capital Management
Texas
$538K -$22.5K -865 -4%
LAIC
812
Lederer & Associates Investment Counsel
California
$537K
TBWA
813
Three Bridge Wealth Advisors
California
$535K -$96K -3,687 -15%
CH
814
CDKV Holdings
Colorado
$534K +$530K +20,376 New
HOWA
815
Heritage Oak Wealth Advisors
Florida
$528K -$35.2K -1,351 -6%
BDF
816
Black Diamond Financial
Maryland
$526K +$7.71K +296 +1%
KCA
817
Kilner Capital Advisors
Maryland
$523K +$520K +19,958 New
JHC
818
J. Hagan Capital
Kentucky
$522K -$1.53M -58,583 -75%
RAG
819
RIA Advisory Group
Iowa
$520K -$45.3K -1,741 -8%
HAP
820
Harbor Asset Planning
Massachusetts
$517K +$1.61K +62 +0.3%
MFC
821
Morris Financial Concepts
South Carolina
$517K -$3.62K -139 -0.7%
SHA
822
Seneca House Advisors
Virginia
$514K +$2.97K +114 +0.6%
AMIM
823
Aull & Monroe Investment Management
Alabama
$514K -$5.21K -200 -1%
YAL
824
Your Advocates Ltd
Texas
$511K +$37.1K +1,424 +8%
SFS
825
Sowell Financial Services
Arkansas
$510K +$2.45K +94 +0.5%