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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
826
Whittier Trust
California
$305K +$210K +10,347 +247%
VCM
827
Versant Capital Management
Arizona
$303K
AWA
828
Arkadios Wealth Advisors
Georgia
$301K +$291K +14,346 New
CGPCS
829
Capital Group Private Client Services
California
$300K
CWM
830
Connecticut Wealth Management
Connecticut
$300K +$19K +939 +7%
AWC
831
Adamsbrown Wealth Consultants
Kansas
$298K
IFS
832
Ifrah Financial Services
Arkansas
$297K -$75.4K -3,720 -21%
WAM
833
Worth Asset Management
Texas
$296K -$193K -9,516 -40%
SSA
834
Sierra Summit Advisors
Nevada
$295K -$69.9K -3,450 -20%
GLLW
835
Graves Light Lenhart Wealth
Virginia
$293K
GFP
836
Gryphon Financial Partners
Ohio
$293K +$283K +13,959 New
FFA
837
Fragasso Financial Advisors
Pennsylvania
$291K
SFC
838
Strategic Financial Concepts
Texas
$291K +$281M +13,865,811 +6,212%
Comerica Bank
839
Comerica Bank
Texas
$290K -$33.5K -1,653 -11%
JPWM
840
Jamison Private Wealth Management
Georgia
$289K -$2.43K -120 -0.9%
CFA
841
Cahill Financial Advisors
Minnesota
$289K
CWA
842
Carolina Wealth Advisors
South Carolina
$288K -$11.5K -570 -4%
GGV
843
GG Group Ventures
Florida
$287K +$278K +13,710 New
ACM
844
Advisors Capital Management
New Jersey
$284K
RA
845
Ruggaard & Associates
Ohio
$282K
PRI
846
Prepared Retirement Institute
Pennsylvania
$282K
CA
847
Clearstead Advisors
Ohio
$279K +$1.46K +72 +0.5%
CAM
848
Councilmark Asset Management
Tennessee
$279K
CIP
849
Capital Insight Partners
Arizona
$277K
FBB
850
Fulton Breakefield Broenniman
Maryland
$276K +$17.2K +849 +7%