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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modern Wealth Management
Kansas
$6.93M +$827K +37,564 +15%
MA
227
Mutual Advisors
Nebraska
$6.75M +$906K +41,145 +18%
EFN
228
Equita Financial Network
Pennsylvania
$6.43M -$160K -7,249 -3%
AIA
229
Arcadia Investment Advisors
Idaho
$6.42M -$171K -7,746 -3%
DWM
230
Destination Wealth Management
California
$6.4M -$98.4K -4,468 -2%
WBCM
231
Wilson & Boucher Capital Management
California
$6.28M +$102K +4,635 +2%
FFA
232
Farther Finance Advisors
California
$6.27M +$1.4M +63,569 +32%
CPA
233
Cardiff Park Advisors
California
$6.23M +$84.5K +3,836 +1%
MPI
234
Mairs & Power Inc
Minnesota
$6.23M
GCM
235
Graver Capital Management
Ohio
$6.2M +$165K +7,502 +3%
EI
236
Ellevest Inc
New York
$6.15M -$1.85M -84,098 -25%
BA
237
Ballast Advisors
Minnesota
$6.13M -$143K -6,483 -2%
ICM
238
Islay Capital Management
Texas
$6.13M -$1M -45,488 -15%
PA
239
Parallel Advisors
California
$5.97M +$108K +4,885 +2%
SFWC
240
Strategic Family Wealth Counselors
New Jersey
$5.96M -$9.12K -414 -0.2%
MF
241
Midwestern Financial
Iowa
$5.96M +$5.51M +249,976 New
PMG
242
ProVise Management Group
Florida
$5.87M -$44.6K -2,023 -0.8%
FCM
243
Firestone Capital Management
Florida
$5.87M -$85.7K -3,890 -2%
RDWM
244
Red Door Wealth Management
Tennessee
$5.84M -$54.3K -2,463 -1%
Chevy Chase Trust
245
Chevy Chase Trust
Maryland
$5.81M
SWM
246
Seaside Wealth Management
California
$5.8M +$396K +17,982 +8%
PAG
247
Private Advisor Group
New Jersey
$5.76M +$242K +10,971 +5%
SWM
248
SeaCrest Wealth Management
New York
$5.75M +$51.1K +2,322 +1%
SWRP
249
Summit Wealth & Retirement Planning
California
$5.72M -$15.3K -693 -0.3%
RSWM
250
Robertson Stephens Wealth Management
California
$5.68M -$500K -22,683 -9%