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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$3.75M +$166K +11,043 +5%
AT
227
American Trust
Kentucky
$3.68M +$3.71M +246,624 New
AIM
228
AHL Investment Management
Florida
$3.68M -$701K -46,626 -16%
VCM
229
Vivaldi Capital Management
Illinois
$3.62M +$57.1K +3,801 +2%
LIM
230
Leavell Investment Management
Alabama
$3.56M -$211K -14,037 -6%
CSWM
231
Cassady Schiller Wealth Management
Ohio
$3.56M -$1.31K -87 -0%
SFA
232
Souders Financial Advisors
Ohio
$3.54M +$256K +17,025 +8%
CAM
233
Cresset Asset Management
Illinois
$3.51M +$127K +8,424 +4%
MHR
234
Matthew Hamilton Rosenberg
$3.5M +$734K +48,864 +26%
SWRP
235
Summit Wealth & Retirement Planning
California
$3.49M +$52.9K +3,522 +2%
RW
236
REDW Wealth
New Mexico
$3.47M -$212K -14,112 -6%
SOAG
237
Silver Oak Advisory Group
Oregon
$3.47M +$102K +6,813 +3%
ADL
238
Asset Dedication LLC
California
$3.45M +$187K +12,450 +6%
PCWA
239
Pacific Capital Wealth Advisors
California
$3.43M -$1M -66,570 -22%
RWM
240
RKL Wealth Management
Pennsylvania
$3.43M -$97.7K -6,501 -3%
CI
241
Cordant Inc
Oregon
$3.43M -$526K -34,992 -13%
SWM
242
Seed Wealth Management
Illinois
$3.25M +$3.27M +217,770 New
OCG
243
Opus Capital Group
Ohio
$3.15M +$3.17M +210,711 New
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$3.12M +$66K +4,389 +2%
Corient Private Wealth
245
Corient Private Wealth
Florida
$3.11M +$3.13M +208,389 New
ACI
246
Alpha Cubed Investments
California
$3.09M
NGA
247
Naples Global Advisors
Florida
$3.08M -$91.1K -6,060 -3%
CIAS
248
Capital Investment Advisory Services
North Carolina
$3.08M -$516K -34,362 -14%
VVP
249
Venture Visionary Partners
Ohio
$3.05M +$676 +45 +0%
AWS
250
AJ Wealth Strategies
New York
$3.04M +$180 +12 +0%