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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1076
Angeles Wealth Management
California
$61.6K – – –
HRC
1077
Hoertkorn Richard Charles
$61.3K – – –
HWM
1078
HighMark Wealth Management
Minnesota
$57.8K +$183 +8 +0.3%
PS
1079
Principal Securities
Iowa
$54.8K +$7.2K +315 +15%
EB
1080
Eastern Bank
Massachusetts
$54.5K +$54.8K +2,400 New
FFA
1081
Frazier Financial Advisors
Ohio
$52.9K – – –
FHA
1082
First Horizon Advisors
Tennessee
$52.8K +$6.76K +296 +15%
VWM
1083
Valley Wealth Managers
New Jersey
$51.3K -$54.9K -2,403 -52%
ACA
1084
American Capital Advisory
Idaho
$48.6K +$6.58K +288 +16%
KFGG
1085
Keystone Financial Group (Georgia)
Georgia
$48.3K +$48.6K +2,127 New
GGI
1086
Godsey & Gibb Inc
Virginia
$47.7K – – –
GEA
1087
Glen Eagle Advisors
New Jersey
$46.7K +$46.8K +2,047 +17,058%
MCM
1088
Manchester Capital Management
Vermont
$46K -$9.02K -395 -16%
JFA
1089
JNBA Financial Advisors
Minnesota
$45.2K – – –
CFD
1090
Creative Financial Designs
Indiana
$42.3K +$46 +2 +0.1%
HI
1091
Human Investing
Oregon
$41.5K +$41.8K +1,830 New
GWM
1092
Geneos Wealth Management
Colorado
$41.3K -$3.68K -161 -8%
SWP
1093
SIMA Wealth Partners
Virginia
$40.7K +$12.7K +557 +45%
OFG
1094
Oxford Financial Group
Indiana
$40.3K +$4.57K +200 +13%
RDIA
1095
RE Dickinson Investment Advisors
Iowa
$38.9K +$114 +5 +0.3%
B
1096
Birchbrook
Maine
$37.8K – – –
MWA
1097
Moser Wealth Advisors
Washington
$37.5K +$91 +4 +0.2%
AWM
1098
Aberdeen Wealth Management
Illinois
$37.1K +$23 +1 +0.1%
MFA
1099
McClarren Financial Advisors
Pennsylvania
$37K +$38.1K +1,669 New
MAM
1100
Marquette Asset Management
Minnesota
$36.2K – – –