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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DB
926
Dravo Bay
Delaware
$282K +$283K +12,411 New
PP
927
Patten & Patten
Tennessee
$281K -$46 -2 -0%
BAWC
928
Boyce & Associates Wealth Consulting
Texas
$279K -$13.2K -578 -4%
GGV
929
GG Group Ventures
Florida
$279K -$561K -24,570 -67%
MMCM
930
Murphy & Mullick Capital Management
New York
$278K +$280K +12,267 New
BPWM
931
Badgley Phelps Wealth Managers
Washington
$273K +$45.7K +1,999 +20%
CGA
932
Crescent Grove Advisors
Illinois
$272K
SIMC
933
Squire Investment Management Company
Utah
$272K
RCM
934
Riggs Capital Management
Utah
$272K +$274K +11,997 New
VWM
935
Vigilare Wealth Management
Arizona
$269K +$91 +4 +0%
AP
936
Americana Partners
Texas
$269K
CCMI
937
Creative Capital Management Investments
California
$268K
SW
938
Simplicity Wealth
New Jersey
$268K -$47.6K -2,086 -15%
Fisher Asset Management
939
Fisher Asset Management
Washington
$268K +$269K +11,792 New
SG
940
StoneX Group
New York
$267K +$2.38K +104 +0.9%
WFAG
941
Wescott Financial Advisory Group
Pennsylvania
$266K
BFG
942
Berger Financial Group
Minnesota
$266K -$89.4K -3,914 -25%
CA
943
Claris Advisors
Missouri
$266K +$914 +40 +0.3%
MFF
944
Michels Family Financial
Texas
$264K +$266K +11,651 New
Comerica Bank
945
Comerica Bank
Texas
$264K -$20.6K -901 -7%
LCWM
946
Legacy Capital Wealth Management
Texas
$261K +$262K +11,488 New
MSWMA
947
Market Street Wealth Management Advisors
Indiana
$260K -$23 -1 -0%
BWA
948
Burt Wealth Advisors
Maryland
$260K -$34.2K -1,497 -12%
LFAS
949
Level Four Advisory Services
Texas
$259K -$520K -22,772 -67%
TBWA
950
Three Bridge Wealth Advisors
California
$258K -$2.56K -112 -1%