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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
901
Adamsbrown Wealth Consultants
Kansas
$309K +$409 +18 +0.1%
CGPCS
902
Capital Group Private Client Services
California
$307K
IFG
903
Independent Financial Group
California
$307K
CCM
904
Coldstream Capital Management
Washington
$306K
SSA
905
Sierra Summit Advisors
Nevada
$303K
PMFA
906
Plante Moran Financial Advisors
Michigan
$303K +$87.7K +3,857 +38%
FFA
907
Fragasso Financial Advisors
Pennsylvania
$303K +$978 +43 +0.3%
TP
908
Tranquility Partners
Tennessee
$302K -$14.4K -635 -4%
VCM
909
Versant Capital Management
Arizona
$302K +$955 +42 +0.3%
LF
910
LifeSteps Financial
California
$302K +$341 +15 +0.1%
GLLW
911
Graves Light Lenhart Wealth
Virginia
$301K
FWMP
912
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$300K
AFA
913
American Financial Advisors
Georgia
$300K +$23 +1 +0%
PFPT
914
Pinnacle Financial Partners (Tennessee)
Tennessee
$296K +$198K +8,700 +200%
AFA
915
AA Financial Advisors
Ohio
$295K -$90K -3,955 -22%
UB
916
UMB Bank
Missouri
$295K -$22.7K -1,000 -7%
LWM
917
Liberty Wealth Management
California
$294K -$421K -18,493 -57%
Vanguard Personalized Indexing Management
918
Vanguard Personalized Indexing Management
California
$294K -$128K -5,646 -29%
BW
919
BIP Wealth
Georgia
$294K +$19.6K +862 +7%
FA
920
Fedenia Advisers
Wisconsin
$292K -$18.3K -805 -6%
TWP
921
TFO Wealth Partners
Ohio
$289K +$306K +13,446 New
Franklin Resources
922
Franklin Resources
California
$289K +$3.98K +175 +1%
RA
923
Ruggaard & Associates
Ohio
$289K -$819 -36 -0.3%
HWA
924
Heartwood Wealth Advisors
Virginia
$287K
CAM
925
Councilmark Asset Management
Tennessee
$286K