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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Brightwater Advisory
Florida
$5.12M +$51.3K +2,649 +1%
WFP
227
Wrenne Financial Planning
Kentucky
$5.1M +$4.85M +250,827 New
CPA
228
Cardiff Park Advisors
California
$5.1M +$5.57K +288 +0.1%
MCM
229
MAI Capital Management
Ohio
$5.09M +$2.42M +124,923 +100%
SFA
230
Souders Financial Advisors
Ohio
$5.06M +$151K +7,785 +3%
SWM
231
SeaCrest Wealth Management
New York
$5.05M -$93.6K -4,836 -2%
BFPW
232
BOK Financial Private Wealth
Colorado
$5.04M -$59.8K -3,090 -1%
AllianceBernstein
233
AllianceBernstein
Tennessee
$5.03M -$1.57K -81 -0%
Chevy Chase Trust
234
Chevy Chase Trust
Maryland
$5.03M -$83.7K -4,326 -2%
WCM
235
Whitener Capital Management
North Carolina
$5.03M -$91.5K -4,728 -2%
RDWM
236
Red Door Wealth Management
Tennessee
$4.95M +$13.3K +687 +0.3%
BPA
237
Beacon Pointe Advisors
California
$4.93M -$76.5K -3,951 -2%
CSWM
238
Cassady Schiller Wealth Management
Ohio
$4.79M -$106K -5,463 -2%
PIM
239
Pullen Investment Management
Florida
$4.79M +$4.56M +235,521 New
SWRP
240
Summit Wealth & Retirement Planning
California
$4.78M -$26.9K -1,389 -0.6%
FA
241
Fagan Associates
New York
$4.78M -$105K -5,445 -2%
AOWM
242
Alpha Omega Wealth Management
Virginia
$4.73M -$178K -9,210 -4%
AIM
243
AHL Investment Management
Florida
$4.71M -$42.4K -2,190 -0.9%
LBC
244
Lowe Brockenbrough & Co
Virginia
$4.7M -$86.2K -4,455 -2%
RWM
245
RKL Wealth Management
Pennsylvania
$4.69M -$78.1K -4,038 -2%
SFC
246
Strategic Financial Concepts
Texas
$4.54M +$4.32M +223,197 New
KIA
247
KCM Investment Advisors
California
$4.51M +$755 +39 +0%
SWM
248
Seed Wealth Management
Illinois
$4.45M -$23.2K -1,200 -0.5%
MA
249
Mutual Advisors
Nebraska
$4.45M +$239K +12,327 +6%
RWA
250
Redhawk Wealth Advisors
Minnesota
$4.44M -$360K -18,585 -8%