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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
976
Kingsview Wealth Management
Oregon
$258K +$239K +10,841 New
FLPIM
977
F.L. Putnam Investment Management
Massachusetts
$257K +$11.2K +508 +5%
TH
978
Team Hewins
California
$257K
BWA
979
Beam Wealth Advisors
Louisiana
$256K +$237K +10,763 New
4WM
980
49 Wealth Management
Texas
$256K +$20.5K +930 +9%
RF
981
Rossby Financial
Florida
$256K -$107K -4,848 -31%
VWM
982
Vigilare Wealth Management
Arizona
$255K -$25.3K -1,148 -10%
GA
983
Goldstein Advisors
Wisconsin
$255K -$220 -10 -0.1%
AIMC
984
Alley Investment Management Company
Illinois
$255K
DAS
985
Diversify Advisory Services
Utah
$255K -$226K -10,273 -50%
WIM
986
Warwick Investment Management
Texas
$254K +$235K +10,661 New
Bessemer Group
987
Bessemer Group
New Jersey
$254K
CPSAC
988
Chas P. Smith & Associates (CPS)
Florida
$252K
IFS
989
Ifrah Financial Services
Arkansas
$252K +$7.33K +333 +3%
W
990
Wealthquest
Ohio
$252K +$286 +13 +0.1%
CFIA
991
Cantor Fitzgerald Investment Advisors
New York
$251K +$3.02K +137 +1%
OCM
992
Orion Capital Management
California
$251K
CAC
993
Certified Advisory Corp
Florida
$250K +$154 +7 +0.1%
QPWM
994
Quadrant Private Wealth Management
Pennsylvania
$247K +$617 +28 +0.3%
RA
995
Ruggaard & Associates
Ohio
$245K -$68.9K -3,128 -23%
AA
996
Auxano Advisors
Washington
$245K -$106K -4,800 -32%
SCTC
997
Sanibel Captiva Trust Company
Florida
$244K
BMCM
998
Bryn Mawr Capital Management
Pennsylvania
$244K +$225K +10,228 New
NA
999
Nordwand Advisors
Pennsylvania
$243K +$225K +10,200 New
HA
1000
HC Advisors
Georgia
$243K