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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
AHL Investment Management
Florida
$6.34M +$199K +8,747 +3%
VA
227
Valmark Advisers
Ohio
$6.22M -$82.3K -3,619 -1%
Pathstone Holdings
228
Pathstone Holdings
New Jersey
$6.07M +$3.12M +137,074 +92%
AWS
229
Atria Wealth Solutions
New York
$6.02M -$155K -6,797 -2%
AQR Capital Management
230
AQR Capital Management
Connecticut
$6.02M +$153K +6,726 +2%
AIA
231
Arcadia Investment Advisors
Idaho
$5.97M -$290K -12,754 -4%
EFN
232
Equita Financial Network
Pennsylvania
$5.96M +$66K +2,901 +1%
DWM
233
Destination Wealth Management
California
$5.88M -$1.23M -54,099 -17%
CP
234
Creekside Partners
California
$5.75M +$322K +14,170 +6%
BA
235
Ballast Advisors
Minnesota
$5.68M -$195K -8,562 -3%
MPI
236
Mairs & Power Inc
Minnesota
$5.62M
Financial Engines Advisors
237
Financial Engines Advisors
California
$5.62M -$45.8K -2,013 -0.8%
RSWM
238
Robertson Stephens Wealth Management
California
$5.62M +$185K +8,125 +3%
WBCM
239
Wilson & Boucher Capital Management
California
$5.57M -$553K -24,324 -9%
CPA
240
Cardiff Park Advisors
California
$5.54M +$79K +3,473 +1%
PA
241
PFG Advisors
Arizona
$5.51M -$15.7K -689 -0.3%
Northern Trust
242
Northern Trust
Illinois
$5.46M -$277K -12,172 -5%
WFP
243
Wrenne Financial Planning
Kentucky
$5.46M +$171K +7,521 +3%
MWM
244
Modern Wealth Management
Kansas
$5.45M +$5.76M +253,045 New
GCM
245
Graver Capital Management
Ohio
$5.44M -$789K -34,698 -12%
BA
246
Brightwater Advisory
Florida
$5.43M +$274K +12,039 +5%
WFA
247
Wade Financial Advisory
California
$5.4M -$305K -13,428 -5%
SFWC
248
Strategic Family Wealth Counselors
New Jersey
$5.4M -$138K -6,065 -2%
FCM
249
Firestone Capital Management
Florida
$5.39M -$1.96K -86 -0%
PMG
250
ProVise Management Group
Florida
$5.35M -$341K -14,969 -6%