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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
226
Graver Capital Management
Ohio
$6.52M +$6.56M +287,205 New
AWS
227
Atria Wealth Solutions
New York
$6.5M +$1.81M +79,036 +38%
AIM
228
AHL Investment Management
Florida
$6.48M -$61K -2,671 -0.9%
William Blair & Company
229
William Blair & Company
Illinois
$6.48M +$935K +40,928 +17%
WBCM
230
Wilson & Boucher Capital Management
California
$6.43M +$19.4K +850 +0.3%
MIS
231
Morningstar Investment Services
Illinois
$6.41M -$50.5M -2,211,176 -89%
AllianceBernstein
232
AllianceBernstein
Tennessee
$6.32M -$3.25M -142,223 -34%
EFN
233
Equita Financial Network
Pennsylvania
$6.22M -$157K -6,869 -2%
AQR Capital Management
234
AQR Capital Management
Connecticut
$6.2M +$272K +11,889 +5%
BA
235
Ballast Advisors
Minnesota
$6.18M -$6.21K -272 -0.1%
Northern Trust
236
Northern Trust
Illinois
$6.04M +$392K +17,158 +7%
WFA
237
Wade Financial Advisory
California
$6M -$19.4K -849 -0.3%
PMG
238
ProVise Management Group
Florida
$5.98M -$94.9K -4,156 -2%
Financial Engines Advisors
239
Financial Engines Advisors
California
$5.97M +$1.2M +52,370 +25%
MPI
240
Mairs & Power Inc
Minnesota
$5.93M – – –
SFWC
241
Strategic Family Wealth Counselors
New Jersey
$5.83M +$38.7K +1,696 +0.7%
PA
242
PFG Advisors
Arizona
$5.82M +$52.9K +2,315 +0.9%
CPA
243
Cardiff Park Advisors
California
$5.77M +$22K +964 +0.4%
CP
244
Creekside Partners
California
$5.74M +$59.5K +2,607 +1%
RSWM
245
Robertson Stephens Wealth Management
California
$5.74M +$254K +11,103 +5%
FCM
246
Firestone Capital Management
Florida
$5.68M +$712K +31,190 +14%
SWM
247
SeaCrest Wealth Management
New York
$5.66M +$16.5K +721 +0.3%
Chevy Chase Trust
248
Chevy Chase Trust
Maryland
$5.61M – – –
WFP
249
Wrenne Financial Planning
Kentucky
$5.58M +$405K +17,720 +8%
RDWM
250
Red Door Wealth Management
Tennessee
$5.53M -$10.3K -452 -0.2%