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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIMC
901
Alley Investment Management Company
Illinois
$237K
MCA
902
Magnolia Capital Advisors
Mississippi
$236K -$705 -33 -0.3%
Bessemer Group
903
Bessemer Group
New Jersey
$236K -$12.5K -585 -5%
RWA
904
River Wealth Advisors
Pennsylvania
$235K
WFS
905
WealthGarden F.S.
California
$235K +$226K +10,596 New
CPSAC
906
Chas P. Smith & Associates (CPS)
Florida
$235K -$7.69K -360 -3%
GCIM
907
Gunn & Company Investment Management
Florida
$235K -$7.69K -360 -3%
EAM
908
Empirical Asset Management
Massachusetts
$234K +$1.92K +90 +0.9%
AWM
909
Act Wealth Management
Texas
$232K -$3.46K -162 -2%
CAC
910
Certified Advisory Corp
Florida
$232K +$320 +15 +0.1%
TWM
911
Tanager Wealth Management
United Kingdom
$232K +$3.27K +153 +1%
UFA
912
US Financial Advisors
Massachusetts
$231K
FIA
913
FPC Investment Advisory
California
$231K
4WM
914
49 Wealth Management
Texas
$231K +$16K +750 +8%
LWM
915
Lyell Wealth Management
California
$230K
BFWM
916
Bright Futures Wealth Management
New York
$229K +$438K +20,496 +201%
CWS
917
Cypress Wealth Services
California
$229K -$29.9K -1,401 -12%
KWM
918
Kingsview Wealth Management
Oregon
$228K +$8.07K +378 +4%
CPG
919
Cornerstone Planning Group
New Jersey
$228K -$1.69M -79,008 -72%
APA
920
Astoria Portfolio Advisors
New York
$228K +$434K +20,340 +200%
PMFA
921
Plante Moran Financial Advisors
Michigan
$226K
HA
922
HC Advisors
Georgia
$226K
FA
923
Fiduciary Alliance
South Carolina
$225K -$6.34K -297 -3%
SPA
924
Sentinel Pension Advisors
Massachusetts
$224K
NCM
925
Noesis Capital Mangement
Florida
$224K