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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
826
BOK Financial
Oklahoma
$119K – – –
CG
827
Cutler Group
California
$119K +$125K +7,200 New
SS
828
Sunbelt Securities
Texas
$115K – – –
PFSC
829
Peoples Financial Services Corp
Pennsylvania
$115K – – –
BFO
830
Biltmore Family Office
North Carolina
$112K +$117K +6,750 New
PCFFS
831
Pacific Center for Financial Services
California
$110K +$779 +45 +0.7%
TF
832
Tompkins Financial
New York
$109K – – –
LB
833
Legacy Bridge
Iowa
$102K – – –
VWM
834
Valley Wealth Managers
New Jersey
$101K +$106K +6,102 New
SWA
835
Sutton Wealth Advisors
Florida
$101K +$156 +9 +0.1%
HPC
836
HM Payson & Co
Maine
$96.8K – – –
Bessemer Group
837
Bessemer Group
New Jersey
$91K +$36.2K +2,094 +62%
IRC
838
Investors Research Corp
Georgia
$88.2K – – –
RWM
839
Raffa Wealth Management
District of Columbia
$87.6K – – –
CWC
840
Carolinas Wealth Consulting
North Carolina
$82.6K +$2.96K +171 +3%
VWM
841
Venturi Wealth Management
Texas
$81.1K – – –
PFBT
842
Parkside Financial Bank & Trust
Missouri
$80.9K +$260 +15 +0.3%
PCM
843
Perritt Capital Management
Illinois
$80.5K -$11.7K -675 -12%
PGAM
844
Princeton Global Asset Management
New Jersey
$73.7K +$52 +3 +0.1%
ME
845
McIlrath & Eck
Washington
$73.4K – – –
TSWM
846
Tyler-Stone Wealth Management
Ohio
$73K – – –
SPIA
847
Steward Partners Investment Advisory
New York
$71.8K -$58.8K -3,396 -44%
WT
848
Whittier Trust
California
$69.6K – – –
MA
849
Montag & Associates
Georgia
$61.7K +$260 +15 +0.4%
CWM
850
Cedar Wealth Management
California
$59.8K – – –