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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
926
Patten & Patten
Tennessee
$281K -$46 -2 -0%
BAWC
927
Boyce & Associates Wealth Consulting
Texas
$279K -$13.2K -578 -4%
GGV
928
GG Group Ventures
Florida
$279K -$561K -24,570 -67%
MMCM
929
Murphy & Mullick Capital Management
New York
$278K +$280K +12,267 New
BPWM
930
Badgley Phelps Wealth Managers
Washington
$273K +$45.7K +1,999 +20%
CGA
931
Crescent Grove Advisors
Illinois
$272K – – –
SIMC
932
Squire Investment Management Company
Utah
$272K – – –
RCM
933
Riggs Capital Management
Utah
$272K +$274K +11,997 New
VWM
934
Vigilare Wealth Management
Arizona
$269K +$91 +4 +0%
AP
935
Americana Partners
Texas
$269K – – –
CCMI
936
Creative Capital Management Investments
California
$268K – – –
SW
937
Simplicity Wealth
New Jersey
$268K -$47.6K -2,086 -15%
Fisher Asset Management
938
Fisher Asset Management
Washington
$268K +$269K +11,792 New
SG
939
StoneX Group
New York
$267K +$2.38K +104 +0.9%
WFAG
940
Wescott Financial Advisory Group
Pennsylvania
$266K – – –
BFG
941
Berger Financial Group
Minnesota
$266K -$89.4K -3,914 -25%
CA
942
Claris Advisors
Missouri
$266K +$914 +40 +0.3%
MFF
943
Michels Family Financial
Texas
$264K +$266K +11,651 New
Comerica Bank
944
Comerica Bank
Texas
$264K -$20.6K -901 -7%
LCWM
945
Legacy Capital Wealth Management
Texas
$261K +$262K +11,488 New
MSWMA
946
Market Street Wealth Management Advisors
Indiana
$260K -$23 -1 -0%
BWA
947
Burt Wealth Advisors
Maryland
$260K -$34.2K -1,497 -12%
LFAS
948
Level Four Advisory Services
Texas
$259K -$520K -22,772 -67%
TBWA
949
Three Bridge Wealth Advisors
California
$258K -$2.56K -112 -1%
SCA
950
Snowden Capital Advisors
New York
$258K – – –