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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAP
951
Columbia Advisory Partners
Washington
$256K +$258K +11,291 New
MM
952
Main Management
California
$255K – – –
SAM
953
Silvercrest Asset Management
New York
$255K – – –
WPIC
954
White Pine Investment Company
Michigan
$254K -$22.5K -984 -8%
GFP
955
Guardian Financial Partners
California
$254K +$5.44K +238 +2%
FFA
956
Founders Financial Alliance
North Carolina
$252K -$959 -42 -0.4%
4WM
957
49 Wealth Management
Texas
$251K +$15.2K +665 +6%
KWM
958
Kingsview Wealth Management
Oregon
$250K +$17.1K +750 +7%
WPC
959
Wedmont Private Capital
Pennsylvania
$249K -$3.52K -154 -1%
TRCT
960
Tower Research Capital (TRC)
New York
$247K +$226K +9,891 +999%
CPG
961
Cornerstone Planning Group
New Jersey
$247K -$453K -19,814 -65%
TH
962
Team Hewins
California
$244K +$246K +10,764 New
AWM
963
Act Wealth Management
Texas
$243K +$5.23K +229 +2%
BFG
964
Bleakley Financial Group
New Jersey
$243K +$244K +10,687 New
AIMC
965
Alley Investment Management Company
Illinois
$243K – – –
Bessemer Group
966
Bessemer Group
New Jersey
$242K – – –
EAM
967
Empirical Asset Management
Massachusetts
$242K +$1.76K +77 +0.7%
CPSAC
968
Chas P. Smith & Associates (CPS)
Florida
$240K – – –
IFS
969
Ifrah Financial Services
Arkansas
$238K -$19.1K -837 -7%
CAC
970
Certified Advisory Corp
Florida
$238K +$183 +8 +0.1%
UFA
971
US Financial Advisors
Massachusetts
$237K – – –
TWM
972
Tanager Wealth Management
United Kingdom
$234K -$3.5K -153 -1%
SXL
973
Summit X LLC
Missouri
$233K – – –
PMFA
974
Plante Moran Financial Advisors
Michigan
$232K +$754 +33 +0.3%
BFWM
975
Bright Futures Wealth Management
New York
$232K -$475K -20,777 -68%