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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
226
Creekside Partners
California
$7.83M +$164K +6,613 +2%
CFO
227
CVA Family Office
Colorado
$7.81M +$421 +17 +0%
JWA
228
JFS Wealth Advisors
Pennsylvania
$7.68M +$11.9K +481 +0.2%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$7.64M -$1.79M -72,128 -20%
BJL
230
Brighton Jones LLC
Washington
$7.64M +$1.78M +71,738 +32%
VA
231
Valmark Advisers
Ohio
$7.43M -$45.9K -1,856 -0.6%
AIM
232
AHL Investment Management
Florida
$7.42M -$92K -3,718 -1%
RDWM
233
Red Door Wealth Management
Tennessee
$7.39M +$1.05M +42,539 +17%
SFC
234
Strategic Financial Concepts
Texas
$7.32M +$1.79M +72,319 +34%
MA
235
Mutual Advisors
Nebraska
$7.28M +$155K +6,242 +2%
SSWM
236
Sheets Smith Wealth Management
North Carolina
$7.17M -$578K -23,340 -8%
EFN
237
Equita Financial Network
Pennsylvania
$6.9M -$32.5K -1,314 -0.5%
BA
238
Ballast Advisors
Minnesota
$6.85M +$225K +9,078 +4%
ICM
239
Islay Capital Management
Texas
$6.81M +$190K +7,669 +3%
CPA
240
Cardiff Park Advisors
California
$6.79M +$65.2K +2,636 +1%
MPI
241
Mairs & Power Inc
Minnesota
$6.72M
WBCM
242
Wilson & Boucher Capital Management
California
$6.68M -$87.6K -3,539 -1%
AIA
243
Arcadia Investment Advisors
Idaho
$6.59M -$324K -13,100 -5%
FCM
244
Firestone Capital Management
Florida
$6.54M +$198K +8,007 +3%
EI
245
Ellevest Inc
New York
$6.49M -$134K -5,416 -2%
SWM
246
Seaside Wealth Management
California
$6.49M +$227K +9,161 +4%
DWM
247
Destination Wealth Management
California
$6.45M -$433K -17,492 -7%
PA
248
Parallel Advisors
California
$6.41M -$25.1K -1,016 -0.4%
GCM
249
Graver Capital Management
Ohio
$6.37M -$300K -12,126 -5%
SFWC
250
Strategic Family Wealth Counselors
New Jersey
$6.35M -$79K -3,192 -1%