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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
826
White Pine Investment Company
Michigan
$279K -$84.2K -4,350 -24%
AAG
827
Armstrong Advisory Group
Massachusetts
$278K – – –
EHC
828
Everett Harris & Co
California
$278K +$43.5K +2,250 +20%
VFA
829
Valeo Financial Advisors
Indiana
$277K +$10.7K +555 +4%
ACM
830
Advisors Capital Management
New Jersey
$276K -$8.71K -450 -3%
PSCM
831
Per Stirling Capital Management
Texas
$276K – – –
RA
832
Ruggaard & Associates
Ohio
$274K -$1.63K -84 -0.6%
PRI
833
Prepared Retirement Institute
Pennsylvania
$273K +$755 +39 +0.3%
CWM
834
Connecticut Wealth Management
Connecticut
$272K -$11.4K -591 -4%
CAM
835
Councilmark Asset Management
Tennessee
$270K +$257K +13,290 New
CASC
836
Coppell Advisory Solutions Corp
Texas
$269K +$256K +13,233 New
CIP
837
Capital Insight Partners
Arizona
$269K – – –
CA
838
Clearstead Advisors
Ohio
$268K +$6.91K +357 +3%
Citigroup
839
Citigroup
New York
$267K +$79.6K +4,116 +46%
NPI
840
New Perspectives Inc
Mississippi
$266K +$253K +13,089 New
PFPT
841
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K – – –
BW
842
BIP Wealth
Georgia
$264K +$5.69K +294 +2%
CCB
843
Cutter & Co Brokerage
Missouri
$261K +$8.82K +456 +4%
MA
844
MONECO Advisors
Connecticut
$260K – – –
SG
845
Somerset Group
Minnesota
$260K +$28.8K +1,488 +13%
ANB
846
Amarillo National Bank
Texas
$259K – – –
HPA
847
High Probability Advisors
New York
$257K +$245K +12,645 New
CIA
848
Choate Investment Advisors
Massachusetts
$257K – – –
EFG
849
Ehrlich Financial Group
California
$257K +$2.9K +150 +1%
AIM
850
Aurora Investment Managers
Florida
$256K – – –