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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
901
GTS Securities
Florida
$327K +$302K +13,731 New
CW
902
CreativeOne Wealth
Kansas
$327K +$96.4K +4,377 +47%
LWM
903
Liberty Wealth Management
California
$326K +$639 +29 +0.2%
UB
904
UMB Bank
Missouri
$326K
Vanguard Personalized Indexing Management
905
Vanguard Personalized Indexing Management
California
$326K -$88 -4 -0%
BW
906
BIP Wealth
Georgia
$326K +$44 +2 +0%
TP
907
Tranquility Partners
Tennessee
$325K -$9.45K -429 -3%
FAIM
908
Financial Advocates Investment Management
Washington
$324K -$54.9K -2,491 -15%
CIA
909
Capital Investment Advisors
Georgia
$324K -$79.4K -3,605 -21%
AFA
910
American Financial Advisors
Georgia
$322K -$8.77K -398 -3%
TWP
911
TFO Wealth Partners
Ohio
$320K
SEM
912
Strategic Equity Management
Arizona
$319K -$29.7K -1,347 -9%
FA
913
Fedenia Advisers
Wisconsin
$319K -$4.16K -189 -1%
CWA
914
Carolina Wealth Advisors
South Carolina
$317K +$21.8K +991 +8%
CAM
915
Councilmark Asset Management
Tennessee
$317K
CIP
916
Capital Insight Partners
Arizona
$315K
JC
917
JBGlobal.com
New York
$313K
PIA
918
Pinion Investment Advisors
Kansas
$312K -$299K -13,574 -51%
NPI
919
New Perspectives Inc
Mississippi
$312K
AUB
920
Atlantic Union Bankshares
Virginia
$312K +$288K +13,077 New
IFA
921
Index Fund Advisors
California
$312K -$41.5K -1,885 -13%
WCM
922
WealthBridge Capital Management
Ohio
$312K -$32.9K -1,492 -10%
CA
923
Clearstead Advisors
Ohio
$312K -$38.8K -1,760 -12%
PFPT
924
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K
HWA
925
Heartwood Wealth Advisors
Virginia
$310K -$7.67K -348 -3%