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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
226
Lowe Brockenbrough & Co
Virginia
$4.13M -$419K -25,719 -10%
RDWM
227
Red Door Wealth Management
Tennessee
$4.1M -$7.73K -474 -0.2%
Northern Trust
228
Northern Trust
Illinois
$4.08M -$221K -13,539 -5%
SWRP
229
Summit Wealth & Retirement Planning
California
$4.06M +$6.6K +405 +0.2%
SFA
230
Souders Financial Advisors
Ohio
$4.06M +$340K +20,835 +10%
AIM
231
AHL Investment Management
Florida
$4.05M -$29.1K -1,785 -0.8%
BL
232
BCWM LLC
Kansas
$4.05M +$454K +27,861 +13%
VCM
233
Vivaldi Capital Management
Illinois
$3.95M -$109K -6,684 -3%
DWM
234
Destination Wealth Management
California
$3.91M -$347K -21,288 -9%
SOAG
235
Silver Oak Advisory Group
Oregon
$3.9M -$52.3K -3,207 -1%
KIA
236
KCM Investment Advisors
California
$3.87M -$202K -12,405 -5%
CI
237
Cordant Inc
Oregon
$3.86M -$55K -3,372 -1%
SWM
238
Seed Wealth Management
Illinois
$3.85M
SP
239
Successful Portfolios
Florida
$3.83M -$4.08M -250,032 -53%
DPI
240
Diversified Portfolios Inc
Michigan
$3.74M -$8.75K -537 -0.2%
IAA
241
Independent Advisor Alliance
North Carolina
$3.72M +$1.01M +61,704 +40%
ADL
242
Asset Dedication LLC
California
$3.71M -$73.3K -4,494 -2%
AllianceBernstein
243
AllianceBernstein
Tennessee
$3.63M +$266K +16,308 +8%
FPCG
244
Fort Pitt Capital Group
Pennsylvania
$3.63M -$2M -122,934 -37%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$3.62M +$2.93K +180 +0.1%
PA
246
Planning Alternatives
Michigan
$3.59M -$741K -45,462 -18%
SFC
247
Strategic Financial Concepts
Texas
$3.58M -$11.5K -705 -0.3%
MHR
248
Matthew Hamilton Rosenberg
$3.57M -$421K -25,821 -11%
FCM
249
Firestone Capital Management
Florida
$3.55M +$5.18K +318 +0.2%
CWM
250
Chesapeake Wealth Management
Virginia
$3.54M +$245K +15,006 +8%