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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
826
Cahill Financial Advisors
Minnesota
$280K +$581 +30 +0.2%
WPIC
827
White Pine Investment Company
Michigan
$279K -$84.2K -4,350 -24%
AAG
828
Armstrong Advisory Group
Massachusetts
$278K
EHC
829
Everett Harris & Co
California
$278K +$43.5K +2,250 +20%
VFA
830
Valeo Financial Advisors
Indiana
$277K +$10.7K +555 +4%
ACM
831
Advisors Capital Management
New Jersey
$276K -$8.71K -450 -3%
PSCM
832
Per Stirling Capital Management
Texas
$276K
RA
833
Ruggaard & Associates
Ohio
$274K -$1.63K -84 -0.6%
PRI
834
Prepared Retirement Institute
Pennsylvania
$273K +$755 +39 +0.3%
CWM
835
Connecticut Wealth Management
Connecticut
$272K -$11.4K -591 -4%
CAM
836
Councilmark Asset Management
Tennessee
$270K +$257K +13,290 New
CASC
837
Coppell Advisory Solutions Corp
Texas
$269K +$256K +13,233 New
CIP
838
Capital Insight Partners
Arizona
$269K
CA
839
Clearstead Advisors
Ohio
$268K +$6.91K +357 +3%
Citigroup
840
Citigroup
New York
$267K +$79.6K +4,116 +46%
NPI
841
New Perspectives Inc
Mississippi
$266K +$253K +13,089 New
PFPT
842
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K
BW
843
BIP Wealth
Georgia
$264K +$5.69K +294 +2%
CCB
844
Cutter & Co Brokerage
Missouri
$261K +$8.82K +456 +4%
MA
845
MONECO Advisors
Connecticut
$260K
SG
846
Somerset Group
Minnesota
$260K +$28.8K +1,488 +13%
ANB
847
Amarillo National Bank
Texas
$259K
HPA
848
High Probability Advisors
New York
$257K +$245K +12,645 New
CIA
849
Choate Investment Advisors
Massachusetts
$257K
EFG
850
Ehrlich Financial Group
California
$257K +$2.9K +150 +1%