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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1026
First Manhattan
New York
$272K +$285K +10,856 New
BPWM
1027
Badgley Phelps Wealth Managers
Washington
$272K -$13.1K -500 -4%
FIA
1028
FPC Investment Advisory
California
$272K – – –
IFS
1029
Ifrah Financial Services
Arkansas
$272K +$16K +609 +6%
RF
1030
Rossby Financial
Florida
$272K – – –
TF
1031
Trek Financial
Arizona
$271K +$17K +648 +6%
BWM
1032
BlackDiamond Wealth Management
New York
$271K +$283K +10,803 New
BWP
1033
Baldwin Wealth Partners
Massachusetts
$270K -$26 -1 -0%
VWM
1034
Vigilare Wealth Management
Arizona
$269K – – –
CPSAC
1035
Chas P. Smith & Associates (CPS)
Florida
$268K – – –
BWS
1036
Broadway Wealth Solutions
Texas
$267K +$279K +10,633 New
VWA
1037
VERITY Wealth Advisors
United States
$267K -$1.19M -45,468 -81%
OCM
1038
Orion Capital Management
California
$265K +$866 +33 +0.3%
CAM
1039
Councilmark Asset Management
Tennessee
$264K – – –
BWA
1040
Beam Wealth Advisors
Louisiana
$262K +$274K +10,456 New
EFG
1041
Everest Financial Group
Minnesota
$262K +$274K +10,444 New
PCI
1042
Planning Center Inc
Illinois
$262K -$38.1K -1,453 -12%
AFP
1043
ATLas Financial Planning
Georgia
$262K +$446 +17 +0.2%
NF
1044
Napier Financial
Massachusetts
$262K – – –
TAM
1045
Titleist Asset Management
Texas
$261K +$787 +30 +0.3%
QPWM
1046
Quadrant Private Wealth Management
Pennsylvania
$260K -$735 -28 -0.3%
PG
1047
Patten Group
Tennessee
$260K -$813 -31 -0.3%
PP
1048
Patten & Patten
Tennessee
$259K -$14.4K -550 -5%
AA
1049
Auxano Advisors
Washington
$258K – – –
QFPS
1050
Quantum Financial Planning Services
Washington
$258K +$866 +33 +0.3%