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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1001
Fisher Asset Management
Washington
$313K +$51.3K +1,972 +20%
EA
1002
Echo45 Advisors
California
$313K +$311K +11,942 New
MWM
1003
McCartney Wealth Management
Missouri
$312K +$310K +11,912 New
FFA
1004
Founders Financial Alliance
North Carolina
$312K +$521 +20 +0.2%
PCI
1005
Planning Center Inc
Illinois
$312K +$130 +5 +0%
CA
1006
Claris Advisors
Missouri
$311K +$1.87K +72 +0.6%
PW
1007
PUREfi Wealth
Massachusetts
$308K – – –
MFF
1008
Michels Family Financial
Texas
$306K +$859 +33 +0.3%
VCM
1009
Virtue Capital Management
Tennessee
$306K +$93.6K +3,595 +45%
WTC
1010
WhitTier Trust Company
Nevada
$305K – – –
RMF
1011
Red Mountain Financial
Colorado
$303K +$56.6K +2,173 +23%
CF
1012
Carter Financial
California
$301K +$299K +11,484 New
MSWMA
1013
Market Street Wealth Management Advisors
Indiana
$301K – – –
AWM
1014
Arista Wealth Management
Nevada
$300K – – –
NCM
1015
Noesis Capital Mangement
Florida
$300K -$28.4K -1,091 -9%
NFG
1016
Nations Financial Group
Iowa
$299K +$2.65K +102 +0.9%
FFA
1017
Fragasso Financial Advisors
Pennsylvania
$299K +$182 +7 +0.1%
W
1018
Wealthquest
Ohio
$298K +$20.4K +782 +7%
WIM
1019
Warwick Investment Management
Texas
$298K +$17.4K +670 +6%
PWM
1020
Paulson Wealth Management
Illinois
$298K – – –
SCA
1021
Snowden Capital Advisors
New York
$298K – – –
BPWM
1022
Badgley Phelps Wealth Managers
Washington
$298K -$11.5K -440 -4%
SPA
1023
Sentinel Pension Advisors
Massachusetts
$296K – – –
PCH
1024
PGIM Custom Harvest
New Jersey
$294K +$65.4K +2,514 +29%
PC
1025
Prairiewood Capital
North Dakota
$294K – – –