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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
876
Atria Investments
North Carolina
$248K +$239K +11,820 New
CCMI
877
Creative Capital Management Investments
California
$247K
OPWM
878
Oxinas Partners Wealth Management
Indiana
$247K +$3.65K +180 +2%
AP
879
Americana Partners
Texas
$247K
MSWMA
880
Market Street Wealth Management Advisors
Indiana
$246K
CWS
881
Cypress Wealth Services
California
$246K +$304 +15 +0.1%
LFAS
882
Level Four Advisory Services
Texas
$246K -$17.3K -855 -7%
WFAG
883
Wescott Financial Advisory Group
Pennsylvania
$245K
SG
884
StoneX Group
New York
$244K +$1.46K +72 +0.6%
CA
885
Claris Advisors
Missouri
$243K
WPC
886
Wedmont Private Capital
Pennsylvania
$242K +$61 +3 +0%
Marshall Wace
887
Marshall Wace
United Kingdom
$241K +$233K +11,502 New
TBWA
888
Three Bridge Wealth Advisors
California
$241K
WIC
889
Whitegate Investment Counselors
New Hampshire
$241K +$233K +11,484 New
OCM
890
Orion Capital Management
California
$240K
USCWA
891
U.S. Capital Wealth Advisors
Texas
$239K -$575K -28,371 -71%
LA
892
LexAurum Advisors
Kansas
$239K
SCA
893
Snowden Capital Advisors
New York
$239K
Bessemer Group
894
Bessemer Group
New Jersey
$236K
SAM
895
Silvercrest Asset Management
New York
$235K
MM
896
Main Management
California
$235K
FFA
897
Founders Financial Alliance
North Carolina
$233K +$225K +11,100 +26,429%
EIG
898
Ellenbecker Investment Group
Wisconsin
$231K -$9.12K -450 -4%
CPSAC
899
Chas P. Smith & Associates (CPS)
Florida
$229K
GCIM
900
Gunn & Company Investment Management
Florida
$229K