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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
826
Schrum Private Wealth Management
Florida
$425K
SFG
827
Sage Financial Group
Pennsylvania
$424K -$138K -6,278 -26%
CPG
828
Cornerstone Planning Group
New Jersey
$424K -$198 -9 -0.1%
RFP
829
Root Financial Partners
California
$423K -$401K -18,226 -51%
EW
830
Evoke Wealth
California
$423K -$38.6K -1,752 -9%
ONSWM
831
Old North State Wealth Management
North Carolina
$422K +$4.25K +193 +1%
Two Sigma Investments
832
Two Sigma Investments
New York
$422K +$44.1K +2,000 +13%
PSF
833
Pacific Sun Financial
California
$420K
RA
834
Resolute Advisors
California
$418K +$947 +43 +0.2%
FA
835
Fiducient Advisors
Illinois
$416K +$969 +44 +0.3%
TCWM
836
Total Clarity Wealth Management
Illinois
$415K +$48.8K +2,215 +15%
KA
837
Klingman & Associates
New York
$415K
JPWM
838
Jamison Private Wealth Management
Georgia
$415K +$969 +44 +0.3%
BWMG
839
Barnes Wealth Management Group
California
$413K +$991 +45 +0.3%
GCM
840
Gibraltar Capital Management
Oklahoma
$413K
TCM
841
Telos Capital Management
California
$412K +$1.12K +51 +0.3%
AWM
842
Accurate Wealth Management
Florida
$411K +$374K +17,000 New
GLA
843
Good Life Advisors
Pennsylvania
$408K +$1.1K +50 +0.3%
TWM
844
Trevian Wealth Management
Massachusetts
$407K +$155K +7,044 +70%
GC
845
Gibson Capital
Pennsylvania
$405K +$66 +3 +0%
AAG
846
Armstrong Advisory Group
Massachusetts
$404K -$6.08K -276 -2%
AMM
847
American Money Management
California
$404K
GWS
848
Glassman Wealth Services
Virginia
$401K +$248K +11,267 +202%
UAS
849
United Asset Strategies
New York
$399K -$28K -1,273 -7%
FRA
850
Front Row Advisors
California
$399K +$2.73K +124 +0.7%