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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMM
876
American Money Management
California
$441K
DAS
877
Diversify Advisory Services
Utah
$440K +$164K +6,295 +62%
DAS
878
Dynamic Advisor Solutions
Arizona
$440K -$165K -6,352 -27%
EHC
879
Everett Harris & Co
California
$440K -$34.1K -1,310 -7%
UAS
880
United Asset Strategies
New York
$440K +$573 +22 +0.1%
FRA
881
Front Row Advisors
California
$440K +$781 +30 +0.2%
GWMR
882
GC Wealth Management RIA
Massachusetts
$439K +$436K +16,740 New
VHAM
883
Van Hulzen Asset Management
California
$433K +$85K +3,264 +25%
MMCM
884
Murphy & Mullick Capital Management
New York
$433K
BWFA
885
Baltimore-Washington Financial Advisors
Maryland
$433K +$625 +24 +0.1%
TWM
886
Trevian Wealth Management
Massachusetts
$433K
RA
887
Resolute Advisors
California
$431K -$30.1K -1,155 -7%
JC
888
Jacobs & Co
California
$431K
MJRIC
889
Mogy Joel R Investment Counsel
California
$430K
MIM
890
Moseley Investment Management
Florida
$430K -$2.6K -100 -0.6%
FFG
891
Fortune Financial Group
Florida
$427K +$400K +15,368 New
SWM
892
Stockman Wealth Management
Montana
$424K
WSA
893
Warm Springs Advisors
California
$424K -$938K -36,030 -69%
AP
894
Appleton Partners
Massachusetts
$421K +$17.3K +664 +4%
VFA
895
Valeo Financial Advisors
Indiana
$421K -$56.4K -2,167 -12%
Neuberger Berman Group
896
Neuberger Berman Group
New York
$421K
LWM
897
Liberty Wealth Management
California
$420K +$59.6K +2,290 +17%
CNBT
898
Canandaigua National Bank & Trust
New York
$417K
LOIP
899
Live Oak Investment Partners
Texas
$415K
BWMG
900
Barnes Wealth Management Group
California
$415K -$39.4K -1,512 -9%