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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
826
Tower View Wealth Management
Wisconsin
$39K +$110 +6 +0.3%
CWC
827
Carolinas Wealth Consulting
North Carolina
$39K +$2.43K +132 +7%
BAM
828
Barrett Asset Management
New York
$37K
CA
829
Clearstead Advisors
Ohio
$37K +$30.6K +1,662 +589%
NFSG
830
Newbridge Financial Services Group
Florida
$36K -$1.32K -72 -4%
NIC
831
Northwest Investment Counselors
Oregon
$36K +$34.9K +1,896 New
LWANC
832
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K -$2.21K -120 -6%
FHA
833
First Horizon Advisors
Tennessee
$35K
MCM
834
Manchester Capital Management
Vermont
$35K
TFP
835
Tilia Fiduciary Partners
North Carolina
$35K +$34.1K +1,854 New
HWM
836
HighMark Wealth Management
Minnesota
$32K +$110 +6 +0.4%
OSAM
837
O'Shaughnessy Asset Management
Connecticut
$31K
TFM
838
TFC Financial Management
Massachusetts
$31K
CFCI
839
Comprehensive Financial Consultants Institutional
Indiana
$31K +$33.1K +1,800 New
OFG
840
Oxford Financial Group
Indiana
$29K
GWM
841
Geneos Wealth Management
Colorado
$27K +$110 +6 +0.4%
CCM
842
Covington Capital Management
California
$26K -$42.3K -2,298 -62%
PCG
843
Private Capital Group
Connecticut
$26K
WWM
844
Wolff Wiese Magana
California
$26K
TWA
845
TCI Wealth Advisors
Arizona
$25K -$552 -30 -2%
EIP
846
Ellis Investment Partners
Pennsylvania
$25K +$110 +6 +0.4%
MCA
847
Maryland Capital Advisors
Maryland
$25K +$24.7K +1,344 New
JFA
848
JNBA Financial Advisors
Minnesota
$24K +$442 +24 +2%
CMA
849
Cedar Mountain Advisors
Oregon
$24K +$773 +42 +3%
JGIA
850
Jackson Grant Investment Advisers
Connecticut
$23K +$110 +6 +0.5%