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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
851
LifeSteps Financial
California
$289K +$1.41K +66 +0.5%
CAS
852
Coppell Advisory Solutions
Texas
$288K – – –
MIA
853
MainStreet Investment Advisors
Illinois
$288K – – –
BWA
854
Burt Wealth Advisors
Maryland
$287K -$97.2K -4,554 -26%
GFP
855
Gryphon Financial Partners
Ohio
$286K -$22.5K -1,053 -8%
BAWC
856
Boyce & Associates Wealth Consulting
Texas
$285K +$128 +6 +0%
VBFP
857
Valtinson Bruner Financial Planning
Minnesota
$285K +$274K +12,843 New
CWA
858
Carolina Wealth Advisors
South Carolina
$284K -$19.9K -933 -7%
MA
859
MONECO Advisors
Connecticut
$284K – – –
BW
860
BIP Wealth
Georgia
$284K +$1.28K +60 +0.5%
GGV
861
GG Group Ventures
Florida
$283K +$494K +23,145 +169%
CCM
862
Ciovacco Capital Management
Georgia
$281K +$271K +12,678 New
HPA
863
High Probability Advisors
New York
$280K – – –
CIA
864
Choate Investment Advisors
Massachusetts
$280K – – –
ACI
865
Alpha Cubed Investments
California
$279K +$51.4K +2,409 +24%
FFWA
866
FRG Family Wealth Advisors
Washington
$278K +$64 +3 +0%
Comerica Bank
867
Comerica Bank
Texas
$278K -$27.9K -1,308 -9%
AIM
868
Aurora Investment Managers
Florida
$277K -$1.02K -48 -0.4%
CE
869
Cornerstone Enterprises
Wisconsin
$276K – – –
GD
870
Grandfield & Dodd
New York
$275K -$192 -9 -0.1%
PP
871
Patten & Patten
Tennessee
$275K – – –
WPIC
872
White Pine Investment Company
Michigan
$270K – – –
BTI
873
Blue Trust Inc
Georgia
$270K +$68.5K +3,207 +33%
TSS
874
Two Sigma Securities
New York
$267K +$257K +12,039 New
AO
875
Advisor OS
Illinois
$266K +$37K +1,734 +17%