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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
826
Versant Capital Management
Arizona
$303K – – –
AWA
827
Arkadios Wealth Advisors
Georgia
$301K +$291K +14,346 New
CGPCS
828
Capital Group Private Client Services
California
$300K – – –
CWM
829
Connecticut Wealth Management
Connecticut
$300K +$19K +939 +7%
AWC
830
Adamsbrown Wealth Consultants
Kansas
$298K – – –
IFS
831
Ifrah Financial Services
Arkansas
$297K -$75.4K -3,720 -21%
WAM
832
Worth Asset Management
Texas
$296K -$193K -9,516 -40%
SSA
833
Sierra Summit Advisors
Nevada
$295K -$69.9K -3,450 -20%
GLLW
834
Graves Light Lenhart Wealth
Virginia
$293K – – –
GFP
835
Gryphon Financial Partners
Ohio
$293K +$283K +13,959 New
FFA
836
Fragasso Financial Advisors
Pennsylvania
$291K – – –
SFC
837
Strategic Financial Concepts
Texas
$291K -$4.24M -209,316 -94%
Comerica Bank
838
Comerica Bank
Texas
$290K -$33.5K -1,653 -11%
JPWM
839
Jamison Private Wealth Management
Georgia
$289K -$2.43K -120 -0.9%
CFA
840
Cahill Financial Advisors
Minnesota
$289K – – –
CWA
841
Carolina Wealth Advisors
South Carolina
$288K -$11.5K -570 -4%
GGV
842
GG Group Ventures
Florida
$287K +$278K +13,710 New
ACM
843
Advisors Capital Management
New Jersey
$284K – – –
RA
844
Ruggaard & Associates
Ohio
$282K – – –
PRI
845
Prepared Retirement Institute
Pennsylvania
$282K – – –
CA
846
Clearstead Advisors
Ohio
$279K +$1.46K +72 +0.5%
CAM
847
Councilmark Asset Management
Tennessee
$279K – – –
CIP
848
Capital Insight Partners
Arizona
$277K – – –
FBB
849
Fulton Breakefield Broenniman
Maryland
$276K +$17.2K +849 +7%
CCB
850
Cutter & Co Brokerage
Missouri
$275K +$6.08K +300 +2%