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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
826
Ameritas Advisory Services
Nebraska
$252K +$24K +1,392 +11%
VFA
827
Valeo Financial Advisors
Indiana
$252K -$243K -14,097 -51%
PSCM
828
Per Stirling Capital Management
Texas
$251K
LWM
829
Liberty Wealth Management
California
$251K -$38.1K -2,208 -14%
RA
830
Ruggaard & Associates
Ohio
$251K -$101K -5,850 -30%
Comerica Bank
831
Comerica Bank
Texas
$249K +$41.2K +2,388 +22%
PRI
832
Prepared Retirement Institute
Pennsylvania
$249K +$231K +13,398 New
CIP
833
Capital Insight Partners
Arizona
$245K -$10.4K -600 -4%
AWM
834
Abound Wealth Management
Tennessee
$242K +$66.2K +3,831 +41%
PFPT
835
Pinnacle Financial Partners (Tennessee)
Tennessee
$242K
QCMNJ
836
Quantum Capital Management (New Jersey)
New Jersey
$240K -$8.13K -471 -4%
CA
837
Clearstead Advisors
Ohio
$239K +$61.4K +3,555 +38%
MA
838
MONECO Advisors
Connecticut
$237K
ANB
839
Amarillo National Bank
Texas
$236K
HF
840
HRT Financial
New York
$236K +$220K +12,741 New
PI
841
Pachira Investments
California
$236K -$18.8K -1,086 -8%
BW
842
BIP Wealth
Georgia
$236K +$3.42K +198 +2%
FSWA
843
Financial Synergies Wealth Advisors
Texas
$234K -$415 -24 -0.2%
CIA
844
Choate Investment Advisors
Massachusetts
$234K -$266K -15,408 -55%
CST
845
Charles Schwab Trust
Nevada
$233K
LFAS
846
Level Four Advisory Services
Texas
$233K +$217K +12,570 New
VWM
847
Vigilare Wealth Management
Arizona
$233K +$104 +6 +0%
AIM
848
Aurora Investment Managers
Florida
$233K -$52 -3 -0%
FFWA
849
FRG Family Wealth Advisors
Washington
$233K +$52 +3 +0%
EFG
850
Ehrlich Financial Group
California
$231K +$215K +12,474 New