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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
901
Fiducient Advisors
Illinois
$486K -$27.7K -988 -6%
GWMR
902
GC Wealth Management RIA
Massachusetts
$485K -$12.3K -438 -3%
UAS
903
United Asset Strategies
New York
$485K – – –
WFA
904
West Financial Advisors
Iowa
$483K – – –
MA
905
MONECO Advisors
Connecticut
$482K +$33.8K +1,207 +8%
CPG
906
Cornerstone Planning Group
New Jersey
$481K -$4.73K -169 -1%
CNBT
907
Canandaigua National Bank & Trust
New York
$481K +$465K +16,608 New
ACP
908
Aviance Capital Partners
Florida
$480K – – –
CSP
909
Cary Street Partners
Virginia
$479K +$28 +1 +0%
BWFA
910
Baltimore-Washington Financial Advisors
Maryland
$479K +$532 +19 +0.1%
RA
911
Resolute Advisors
California
$478K +$1.01K +36 +0.2%
TWM
912
Trevian Wealth Management
Massachusetts
$478K – – –
MJRIC
913
Mogy Joel R Investment Counsel
California
$475K – – –
First Manhattan
914
First Manhattan
New York
$475K +$155K +5,534 +51%
AWM
915
Accurate Wealth Management
Florida
$473K – – –
CCM
916
Coldstream Capital Management
Washington
$465K -$16K -573 -3%
VP
917
Verum Partners
North Carolina
$463K -$7.08K -253 -2%
Neuberger Berman Group
918
Neuberger Berman Group
New York
$463K +$5.01K +179 +1%
PWP
919
Precedent Wealth Partners
Texas
$460K +$37.9K +1,353 +9%
MFWP
920
Mosaic Family Wealth Partners
Missouri
$459K +$1.18K +42 +0.3%
LOIP
921
Live Oak Investment Partners
Texas
$458K – – –
BWMG
922
Barnes Wealth Management Group
California
$458K – – –
SAW
923
Signal Advisors Wealth
Michigan
$452K +$437K +15,604 New
HAS
924
HBW Advisory Services
California
$450K +$435K +15,533 New
ACM
925
Aspen Capital Management
Idaho
$448K +$183K +6,524 +73%