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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1126
Falcon Wealth Planning
California
$258K
SWM
1127
Sherman Wealth Management
Maryland
$256K +$644 +23 +0.3%
SAM
1128
SVRN Asset Management
Texas
$256K
RC
1129
Randolph Company
Ohio
$255K
RYA
1130
Richard Young Associates
Georgia
$254K
SIC
1131
SJS Investment Consulting
Ohio
$254K
SI
1132
Stirlingshire Investments
New York
$253K +$245K +8,752 New
SQA
1133
Simon Quick Advisors
New Jersey
$252K -$7.62K -272 -3%
DWML
1134
Decker Wealth Management LLC
Tennessee
$252K
BMCM
1135
Bryn Mawr Capital Management
Pennsylvania
$252K
SM
1136
Sensible Money
Arizona
$250K +$140 +5 +0.1%
BWM
1137
BlackDiamond Wealth Management
New York
$250K -$67.9K -2,427 -22%
LWM
1138
Liberty Wealth Management
California
$250K
AIA
1139
Accelerate Investment Advisors
California
$250K +$10.1K +362 +4%
BWP
1140
Balboa Wealth Partners
Arizona
$249K +$13.5K +482 +6%
CFA
1141
CWS Financial Advisors
Michigan
$248K
HSWM
1142
Hubbell Strickland Wealth Management
Louisiana
$246K +$616 +22 +0.3%
CPCM
1143
Cardinal Point Capital Management
Ontario, Canada
$246K
AGM
1144
Alpine Global Management
New York
$245K +$237K +8,450 New
AIA
1145
Armor Investment Advisors
North Carolina
$245K -$9.49K -339 -4%
Russell Investments Group
1146
Russell Investments Group
United Kingdom
$244K -$28.2K -1,007 -11%
BLWM
1147
Bucket List Wealth Management
Florida
$244K +$616 +22 +0.3%
SFG
1148
Strive Financial Group
Indiana
$243K +$252 +9 +0.1%
SAM
1149
Secure Asset Management
Michigan
$242K -$8.06K -288 -3%
CWM
1150
Cornerstone Wealth Management
Missouri
$242K +$234K +8,356 New