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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
1226
Western Pacific Wealth Management
Illinois
$39.9K +$131 +5 +0.3%
Kayne Anderson Rudnick Investment Management
1227
Kayne Anderson Rudnick Investment Management
California
$37K
NRG
1228
Nemes Rush Group
Michigan
$36.7K +$52 +2 +0.1%
BW
1229
Basepoint Wealth
Iowa
$36.4K
LWM
1230
Lodestone Wealth Management
Washington
$36.3K +$17.3K +661 +84%
CG
1231
Curat Global
New Hampshire
$36.3K +$105 +4 +0.3%
ACA
1232
American Capital Advisory
Idaho
$35.8K -$5.06K -193 -12%
MAM
1233
Marquette Asset Management
Minnesota
$35.1K
SIS
1234
Sound Income Strategies
Florida
$34.5K +$35.8K +1,364 New
B
1235
Bayban
Minnesota
$31.9K
JGIA
1236
Jackson Grant Investment Advisers
Connecticut
$31.8K +$105 +4 +0.3%
VWM
1237
Vermillion Wealth Management
Minnesota
$31.7K +$184 +7 +0.6%
AFG
1238
Albion Financial Group
Utah
$31.6K
PWPS
1239
Pinnacle Wealth Planning Services
Ohio
$30.6K
IF
1240
Integrity Financial
Wyoming
$30.1K +$17.3K +660 +123%
OCWP
1241
Owl Creek Wealth Partners
Colorado
$30K +$31.4K +1,195 New
KFAS
1242
Keating Financial Advisory Services
Kansas
$30K
BCM
1243
Blume Capital Management
California
$28K +$26 +1 +0.1%
TLFA
1244
True Link Financial Advisors
California
$26.9K +$28.1K +1,072 New
FLP
1245
Financial Life Planners
Arizona
$26.8K +$28K +1,067 New
TWIM
1246
TIAA Wealth Investment Management
New York
$26.7K +$28.8K +1,096 New
RIL
1247
Rothschild Investment LLC
Illinois
$26.3K
MEG
1248
Millstone Evans Group
Colorado
$24.8K -$8.29K -316 -24%
SIM
1249
Synergy Investment Management
Florida
$24.2K +$25.3K +963 New
UFPG
1250
United Financial Planning Group
New York
$23.4K +$14.5K +552 +146%