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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
226
Leavell Investment Management
Alabama
$3.83M +$22.7K +1,455 +0.6%
FD
227
Financial Designs
California
$3.82M +$819K +52,356 +28%
RWM
228
RKL Wealth Management
Pennsylvania
$3.81M +$140K +8,961 +4%
RDWM
229
Red Door Wealth Management
Tennessee
$3.81M -$194K -12,435 -5%
CSWM
230
Cassady Schiller Wealth Management
Ohio
$3.8M
KIA
231
KCM Investment Advisors
California
$3.78M -$268K -17,118 -7%
AIM
232
AHL Investment Management
Florida
$3.78M -$153K -9,780 -4%
VCM
233
Vivaldi Capital Management
Illinois
$3.76M -$43.6K -2,787 -1%
SWRP
234
Summit Wealth & Retirement Planning
California
$3.75M +$20.5K +1,311 +0.6%
MHR
235
Matthew Hamilton Rosenberg
$3.72M -$17.4K -1,113 -0.5%
RW
236
REDW Wealth
New Mexico
$3.7M -$11.2K -714 -0.3%
SOAG
237
Silver Oak Advisory Group
Oregon
$3.66M -$44.4K -2,838 -1%
CI
238
Cordant Inc
Oregon
$3.62M -$39.4K -2,517 -1%
JP Morgan Chase
239
JP Morgan Chase
New York
$3.59M -$483K -30,897 -12%
SWM
240
Seed Wealth Management
Illinois
$3.56M +$89.1K +5,700 +3%
ADL
241
Asset Dedication LLC
California
$3.51M -$172K -10,998 -5%
DPI
242
Diversified Portfolios Inc
Michigan
$3.47M -$1.44M -92,208 -30%
SWM
243
Southern Wealth Management
Texas
$3.43M +$504K +32,250 +18%
SFA
244
Souders Financial Advisors
Ohio
$3.42M -$348K -22,284 -9%
BIP
245
Blueprint Investment Partners
North Carolina
$3.37M +$322K +20,580 +11%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$3.35M +$16.7K +1,071 +0.5%
SFC
247
Strategic Financial Concepts
Texas
$3.32M +$3.26M +208,200 New
BlackRock
248
BlackRock
New York
$3.31M -$2.56M -163,764 -44%
BL
249
BCWM LLC
Kansas
$3.3M +$122K +7,797 +4%
ACI
250
Alpha Cubed Investments
California
$3.3M