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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
Colony Group
Massachusetts
$583K +$5.96K +600 +1%
MWM
202
Mission Wealth Management
California
$566K +$554K +55,776 New
NHC
203
Nicholas Hoffman & Company
Georgia
$563K +$284K +28,650 +107%
RWM
204
RKL Wealth Management
Pennsylvania
$561K -$11.4K -1,146 -2%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$527K -$92.5K -9,318 -15%
ACM
206
Armbruster Capital Management
New York
$520K +$37.5K +3,774 +8%
PFA
207
Pinnacle Family Advisors
Missouri
$511K -$7.15K -720 -1%
CA
208
Callahan Advisors
Texas
$506K +$8.81K +888 +2%
SWM
209
SVA Wealth Management
Wisconsin
$501K +$208K +21,000 +74%
OCM
210
One Capital Management
California
$491K -$37.6K -3,786 -7%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$482K
ZIC
212
ZWJ Investment Counsel
Georgia
$475K -$173K -17,382 -27%
William Blair & Company
213
William Blair & Company
Illinois
$473K -$104K -10,452 -18%
CAM
214
Carret Asset Management
New York
$447K +$118K +11,904 +37%
KBFS
215
Kohmann Bosshard Financial Services
Ohio
$445K +$435K +43,836 New
TCM
216
Twele Capital Management
Minnesota
$444K
SHJ
217
Sharkey, Howes & Javer
Colorado
$437K -$69.8K -7,032 -14%
IC
218
Iconiq Capital
California
$437K
IFS
219
Ifrah Financial Services
Arkansas
$433K +$10.2K +1,032 +2%
HCM
220
Hollencrest Capital Management
California
$433K +$163K +16,374 +62%
SBSB
221
Sullivan, Bruyette, Speros & Blaney
Virginia
$428K +$298 +30 +0.1%
RW
222
REDW Wealth
New Mexico
$425K +$6.61K +666 +2%
PIA
223
Peachtree Investment Advisors
Georgia
$423K +$18.3K +1,848 +5%
NDSI
224
Newman Dignan & Sheerar Inc
Rhode Island
$420K +$10.4K +1,044 +3%
IC
225
InterOcean Capital
Illinois
$402K +$19.1K +1,926 +5%