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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
876
Old North State Wealth Management
North Carolina
$518K +$1.34K +48 +0.3%
SFG
877
Sage Financial Group
Pennsylvania
$516K +$2.74K +98 +0.6%
GC
878
Garde Capital
Washington
$515K +$56 +2 +0%
Two Sigma Investments
879
Two Sigma Investments
New York
$513K
LWM
880
Lakeridge Wealth Management
Ohio
$512K -$10.7K -381 -2%
SEI Investments
881
SEI Investments
Pennsylvania
$511K +$78.7K +2,812 +19%
AAS
882
Ameritas Advisory Services
Nebraska
$509K +$492K +17,576 New
CWA
883
Clarity Wealth Advisors
California
$508K -$28.2K -1,007 -5%
JWM
884
Jeppson Wealth Management
California
$503K +$224 +8 +0%
JPWM
885
Jamison Private Wealth Management
Georgia
$501K -$448 -16 -0.1%
WAM
886
Weatherly Asset Management
California
$500K
AAG
887
Armstrong Advisory Group
Massachusetts
$496K +$1.15K +41 +0.2%
SCA
888
Stonebridge Capital Advisors
Minnesota
$494K +$478K +17,063 New
MW
889
Members Wealth
Pennsylvania
$494K +$477K +17,051 New
NL
890
NWAM LLC
Washington
$494K -$19.1K -681 -4%
FRA
891
Front Row Advisors
California
$491K -$3.67K -131 -0.8%
GC
892
Gibson Capital
Pennsylvania
$490K +$23.9K +855 +5%
AT
893
Arlington Trust
Alabama
$490K
KA
894
Klingman & Associates
New York
$488K
PMFA
895
Plante Moran Financial Advisors
Michigan
$487K +$72K +2,572 +18%
AMM
896
American Money Management
California
$487K
FA
897
Fiducient Advisors
Illinois
$486K -$27.7K -988 -6%
GWMR
898
GC Wealth Management RIA
Massachusetts
$485K -$12.3K -438 -3%
UAS
899
United Asset Strategies
New York
$485K
WFA
900
West Financial Advisors
Iowa
$483K