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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
1326
Glass Jacobson Investment Advisors
Maryland
$28.6K +$2.27K +81 +9%
SIM
1327
Synergy Investment Management
Florida
$27.9K – – –
HIMS
1328
Hager Investment Management Services
New Hampshire
$27.2K +$26.3K +938 New
EWM
1329
Evolution Wealth Management
Florida
$26.6K +$14.5K +518 +129%
RIL
1330
Rothschild Investment LLC
Illinois
$26.5K -$3.69K -132 -13%
TWC
1331
TD Waterhouse Canada
Ontario, Canada
$26K – – –
PWAM
1332
Private Wealth Asset Management
Iowa
$25.4K -$551K -19,675 -96%
OAG
1333
Oakmont Advisory Group
New Mexico
$25.3K +$24.5K +874 New
SWAG
1334
Spectrum Wealth Advisory Group
California
$25.2K +$24.4K +870 New
B
1335
Birchbrook
Maine
$23.4K -$1.74K -62 -7%
AWM
1336
Activest Wealth Management
Florida
$23.4K – – –
SGK
1337
Steigerwald Gordon & Koch
Virginia
$22.6K – – –
AIP
1338
Ameritas Investment Partners
Nebraska
$21.8K +$56 +2 +0.3%
BHWM
1339
Beaird Harris Wealth Management
Texas
$21.7K – – –
FP
1340
Financial Perspectives
Minnesota
$21K +$56 +2 +0.3%
IRAG
1341
Investment Research & Advisory Group
Georgia
$19.2K +$56 +2 +0.3%
EA
1342
Evolution Advisers
Virginia
$19K – – –
MCM
1343
Manchester Capital Management
Vermont
$17.4K – – –
KG
1344
Kilter Group
New York
$16.9K – – –
APW
1345
Aventura Private Wealth
Florida
$16.5K – – –
PWA
1346
Physician Wealth Advisors
Utah
$16K -$483K -17,266 -97%
IA
1347
IFG Advisory
Georgia
$15.8K +$15.3K +545 New
PWMA
1348
Pension & Wealth Management Advisors
Massachusetts
$15.1K +$2.16K +77 +17%
RCM
1349
Raleigh Capital Management
North Carolina
$14.5K – – –
RRMM
1350
Regatta Research & Money Management
Louisiana
$14.5K +$14K +500 New