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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1226
Bell Investment Advisors
California
$43.4K -$16.6K -633 -27%
CFD
1227
Creative Financial Designs
Indiana
$42K – – –
BCM
1228
Basso Capital Management
Connecticut
$40.9K +$42.8K +1,630 New
WPWM
1229
Western Pacific Wealth Management
Illinois
$39.9K +$131 +5 +0.3%
Kayne Anderson Rudnick Investment Management
1230
Kayne Anderson Rudnick Investment Management
California
$37K – – –
NRG
1231
Nemes Rush Group
Michigan
$36.7K +$52 +2 +0.1%
BW
1232
Basepoint Wealth
Iowa
$36.4K – – –
LWM
1233
Lodestone Wealth Management
Washington
$36.3K +$17.3K +661 +84%
CG
1234
Curat Global
New Hampshire
$36.3K +$105 +4 +0.3%
ACA
1235
American Capital Advisory
Idaho
$35.8K -$5.06K -193 -12%
MAM
1236
Marquette Asset Management
Minnesota
$35.1K – – –
SIS
1237
Sound Income Strategies
Florida
$34.5K +$35.8K +1,364 New
B
1238
Bayban
Minnesota
$31.9K – – –
JGIA
1239
Jackson Grant Investment Advisers
Connecticut
$31.8K +$105 +4 +0.3%
VWM
1240
Vermillion Wealth Management
Minnesota
$31.7K +$184 +7 +0.6%
AFG
1241
Albion Financial Group
Utah
$31.6K – – –
PWPS
1242
Pinnacle Wealth Planning Services
Ohio
$30.6K – – –
IF
1243
Integrity Financial
Wyoming
$30.1K +$17.3K +660 +123%
OCWP
1244
Owl Creek Wealth Partners
Colorado
$30K +$31.4K +1,195 New
KFAS
1245
Keating Financial Advisory Services
Kansas
$30K – – –
BCM
1246
Blume Capital Management
California
$28K +$26 +1 +0.1%
TLFA
1247
True Link Financial Advisors
California
$26.9K +$28.1K +1,072 New
FLP
1248
Financial Life Planners
Arizona
$26.8K +$28K +1,067 New
TWIM
1249
TIAA Wealth Investment Management
New York
$26.7K +$28.8K +1,096 New
RIL
1250
Rothschild Investment LLC
Illinois
$26.3K – – –