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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
901
Bill Few Associates
Pennsylvania
$387K +$6.22K +237 +2%
BFM
902
Broadview Financial Management
Wisconsin
$387K +$1.13K +43 +0.3%
FFG
903
Fortune Financial Group
Florida
$386K
FSWA
904
Financial Synergies Wealth Advisors
Texas
$385K +$394 +15 +0.1%
SG
905
Somerset Group
Minnesota
$385K -$35.6K -1,357 -9%
SF
906
Steffes Financial
Kansas
$384K +$1.23K +47 +0.3%
JWBC
907
John W. Brooker & Co
California
$384K +$315 +12 +0.1%
LF
908
LifeSteps Financial
California
$381K +$11.1K +423 +3%
VHAM
909
Van Hulzen Asset Management
California
$380K -$36.5K -1,390 -8%
PI
910
PFG Investments
New York
$377K -$1.1K -42 -0.3%
CANC
911
Culbertson A N & Co
Virginia
$377K
CTFG
912
Capstone Triton Financial Group
Oklahoma
$376K +$385K +14,656 New
FCIM
913
Fairview Capital Investment Management
California
$376K
WCM
914
Winthrop Capital Management
Indiana
$375K -$1.5K -57 -0.4%
AWM
915
Able Wealth Management
New Jersey
$375K
NRC
916
New Republic Capital
North Carolina
$372K
SEI Investments
917
SEI Investments
Pennsylvania
$372K +$389K +14,817 New
ESB
918
Essex Savings Bank
Connecticut
$370K +$420 +16 +0.1%
LCWM
919
Legacy Capital Wealth Management
Texas
$369K +$9.89K +377 +3%
VIA
920
Vickerman Investment Advisors
Washington
$369K +$1.08K +41 +0.3%
AWC
921
Adamsbrown Wealth Consultants
Kansas
$369K -$9.92K -378 -3%
EP
922
Edgestream Partners
New Jersey
$367K -$229K -8,733 -37%
CIA
923
Capital Investment Advisors
Georgia
$366K +$7.92K +302 +2%
PWP
924
Precedent Wealth Partners
Texas
$365K
EW
925
Expressive Wealth
Illinois
$364K +$337K +12,839 New