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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Carnegie Investment Counsel
Ohio
$8.49M -$1.18M -42,208 -13%
JFG
227
JMG Financial Group
Illinois
$8.48M -$220K -7,874 -3%
BJL
228
Brighton Jones LLC
Washington
$8.47M -$640K -22,861 -7%
JWA
229
JFS Wealth Advisors
Pennsylvania
$8.46M -$185K -6,591 -2%
VA
230
Valmark Advisers
Ohio
$8.43M +$77.2K +2,758 +1%
EFN
231
Equita Financial Network
Pennsylvania
$8.37M +$8.15K +291 +0.1%
EPM
232
Elm Partners Management
Pennsylvania
$8.35M +$5.18M +185,200 +180%
MA
233
Mutual Advisors
Nebraska
$8.34M +$21K +749 +0.3%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$8.19M -$113K -4,024 -1%
BA
235
Ballast Advisors
Minnesota
$8.16M +$7.89M +281,683 New
SSWM
236
Sheets Smith Wealth Management
North Carolina
$8.15M +$38.6K +1,378 +0.5%
FA
237
Fagan Associates
New York
$8.14M +$315K +11,259 +4%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$8.13M +$3.32M +118,587 +73%
RM
239
RCW Management
Florida
$8.1M -$105K -3,741 -1%
EH
240
Equitable Holdings
New York
$8.03M +$471K +16,836 +6%
JIR
241
James Investment Research
Ohio
$7.99M +$1.13M +40,449 +17%
CWMS
242
CFG Wealth Management Services
Indiana
$7.9M – – –
RF
243
RHS Financial
California
$7.81M -$31.5K -1,125 -0.4%
CAM
244
Clark Asset Management
New Hampshire
$7.8M +$751K +26,813 +11%
OFS
245
OneAscent Financial Services
Alabama
$7.76M +$462K +16,494 +7%
CPA
246
Cardiff Park Advisors
California
$7.7M -$50.9K -1,818 -0.7%
AAMC
247
Asset Allocation & Management Company
Illinois
$7.69M +$94.8K +3,387 +1%
RWM
248
Ritholtz Wealth Management
New York
$7.63M +$1.91M +68,382 +35%
PA
249
Parallel Advisors
California
$7.58M +$167K +5,982 +2%
MWM
250
Maridea Wealth Management
New York
$7.57M +$2.32M +82,823 +46%