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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1201
GHP Investment Advisors
Colorado
$75.8K – – –
WPA
1202
Wealth Preservation Advisors
Tennessee
$72.4K +$35.9K +1,379 +100%
FFA
1203
Frazier Financial Advisors
Ohio
$72.3K – – –
GEA
1204
Glen Eagle Advisors
New Jersey
$72.1K – – –
EWA
1205
Elevate Wealth Advisory
Georgia
$70.9K – – –
GKIM
1206
GW&K Investment Management
Massachusetts
$70K – – –
HWM
1207
HighMark Wealth Management
Minnesota
$67.6K +$208 +8 +0.3%
HRC
1208
Hoertkorn Richard Charles
$65K – – –
BFS
1209
Beacon Financial Strategies
North Carolina
$64.3K +$63.9K +2,453 New
FNWA
1210
Financial Network Wealth Advisors
Utah
$64.2K +$182 +7 +0.3%
BIA
1211
Bell Investment Advisors
California
$61.9K – – –
GSWM
1212
Golden State Wealth Management
California
$60.6K +$182 +7 +0.3%
JFA
1213
JNBA Financial Advisors
Minnesota
$58.1K -$5.02K -193 -8%
WSFS
1214
Wilmington Savings Fund Society
Delaware
$56.7K – – –
LWMI
1215
Legacy Wealth Management (Idaho)
Idaho
$55.4K +$53.8K +2,067 +4,807%
BL
1216
BFSG LLC
California
$55.2K -$4.48K -172 -8%
IAIM
1217
International Assets Investment Management
Florida
$52.5K +$52.1K +2,001 New
HFS
1218
Hantz Financial Services
Michigan
$52K +$51.1K +1,964 New
FPF
1219
First Pacific Financial
Washington
$51.9K – – –
Simplex Trading
1220
Simplex Trading
Illinois
$51.3K +$50.9K +1,956 New
GFA
1221
Godfrey Financial Associates
New York
$50.9K +$50.5K +1,941 New
HPC
1222
HM Payson & Co
Maine
$49.3K – – –
AWM
1223
Aberdeen Wealth Management
Illinois
$46.9K +$234 +9 +0.5%
OFG
1224
Oxford Financial Group
Indiana
$46.6K – – –
AWMA
1225
Arbor Wealth Management (Arizona)
Arizona
$44.9K +$44.5K +1,711 New