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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
876
Creative Capital Management Investments
California
$247K – – –
OPWM
877
Oxinas Partners Wealth Management
Indiana
$247K +$3.65K +180 +2%
AP
878
Americana Partners
Texas
$247K – – –
MSWMA
879
Market Street Wealth Management Advisors
Indiana
$246K – – –
CWS
880
Cypress Wealth Services
California
$246K +$304 +15 +0.1%
LFAS
881
Level Four Advisory Services
Texas
$246K -$17.3K -855 -7%
WFAG
882
Wescott Financial Advisory Group
Pennsylvania
$245K – – –
SG
883
StoneX Group
New York
$244K +$1.46K +72 +0.6%
CA
884
Claris Advisors
Missouri
$243K – – –
WPC
885
Wedmont Private Capital
Pennsylvania
$242K +$61 +3 +0%
Marshall Wace
886
Marshall Wace
United Kingdom
$241K +$233K +11,502 New
TBWA
887
Three Bridge Wealth Advisors
California
$241K – – –
WIC
888
Whitegate Investment Counselors
New Hampshire
$241K +$233K +11,484 New
OCM
889
Orion Capital Management
California
$240K – – –
USCWA
890
U.S. Capital Wealth Advisors
Texas
$239K -$575K -28,371 -71%
LA
891
LexAurum Advisors
Kansas
$239K – – –
SCA
892
Snowden Capital Advisors
New York
$239K – – –
Bessemer Group
893
Bessemer Group
New Jersey
$236K – – –
SAM
894
Silvercrest Asset Management
New York
$235K – – –
MM
895
Main Management
California
$235K – – –
FFA
896
Founders Financial Alliance
North Carolina
$233K +$225K +11,100 +26,429%
EIG
897
Ellenbecker Investment Group
Wisconsin
$231K -$9.12K -450 -4%
CPSAC
898
Chas P. Smith & Associates (CPS)
Florida
$229K – – –
GCIM
899
Gunn & Company Investment Management
Florida
$229K – – –
GFP
900
Guardian Financial Partners
California
$229K – – –