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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1201
Wealth Preservation Advisors
Tennessee
$72.4K +$35.9K +1,379 +100%
FFA
1202
Frazier Financial Advisors
Ohio
$72.3K
GEA
1203
Glen Eagle Advisors
New Jersey
$72.1K
EWA
1204
Elevate Wealth Advisory
Georgia
$70.9K
GKIM
1205
GW&K Investment Management
Massachusetts
$70K
HWM
1206
HighMark Wealth Management
Minnesota
$67.6K +$208 +8 +0.3%
HRC
1207
Hoertkorn Richard Charles
$65K
BFS
1208
Beacon Financial Strategies
North Carolina
$64.3K +$63.9K +2,453 New
FNWA
1209
Financial Network Wealth Advisors
Utah
$64.2K +$182 +7 +0.3%
BIA
1210
Bell Investment Advisors
California
$61.9K
GSWM
1211
Golden State Wealth Management
California
$60.6K +$182 +7 +0.3%
JFA
1212
JNBA Financial Advisors
Minnesota
$58.1K -$5.02K -193 -8%
WSFS
1213
Wilmington Savings Fund Society
Delaware
$56.7K
LWMI
1214
Legacy Wealth Management (Idaho)
Idaho
$55.4K +$53.8K +2,067 +4,807%
BL
1215
BFSG LLC
California
$55.2K -$4.48K -172 -8%
IAIM
1216
International Assets Investment Management
Florida
$52.5K +$52.1K +2,001 New
HFS
1217
Hantz Financial Services
Michigan
$52K +$51.1K +1,964 New
FPF
1218
First Pacific Financial
Washington
$51.9K
Simplex Trading
1219
Simplex Trading
Illinois
$51.3K +$50.9K +1,956 New
GFA
1220
Godfrey Financial Associates
New York
$50.9K +$50.5K +1,941 New
HPC
1221
HM Payson & Co
Maine
$49.3K
AWM
1222
Aberdeen Wealth Management
Illinois
$46.9K +$234 +9 +0.5%
OFG
1223
Oxford Financial Group
Indiana
$46.6K
CIAS
1224
Capital Investment Advisory Services
North Carolina
$44.1K +$6.48K +249 +17%
CFD
1225
Creative Financial Designs
Indiana
$43.9K +$78 +3 +0.2%