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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
226
Embree Financial Group
Illinois
$7.51M -$195K -7,445 -2%
SHJ
227
Sharkey, Howes & Javer
Colorado
$7.5M +$13.9K +530 +0.2%
JWA
228
JFS Wealth Advisors
Pennsylvania
$7.5M -$15.1K -575 -0.2%
CFO
229
CVA Family Office
Colorado
$7.49M -$57.7K -2,200 -0.7%
SF
230
Summit Financial
New Jersey
$7.46M -$1.66M -63,326 -18%
RDWM
231
Red Door Wealth Management
Tennessee
$7.44M +$247K +9,423 +3%
PRS
232
Pinkerton Retirement Specialists
Idaho
$7.27M -$618K -23,566 -8%
EFN
233
Equita Financial Network
Pennsylvania
$7.25M -$125K -4,752 -2%
VA
234
Valmark Advisers
Ohio
$7.23M +$82.9K +3,161 +1%
MA
235
Mutual Advisors
Nebraska
$7.21M +$86.2K +3,285 +1%
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
$7.2M -$201K -7,660 -3%
RM
237
RCW Management
Florida
$7.11M -$31.1K -1,186 -0.4%
SSWM
238
Sheets Smith Wealth Management
North Carolina
$7.03M +$73.4K +2,796 +1%
EH
239
Equitable Holdings
New York
$6.83M +$504K +19,226 +8%
RF
240
RHS Financial
California
$6.8M -$544K -20,724 -7%
FA
241
Fagan Associates
New York
$6.78M -$2.27M -86,661 -24%
CPA
242
Cardiff Park Advisors
California
$6.72M +$9.95K +379 +0.1%
AAMC
243
Asset Allocation & Management Company
Illinois
$6.58M +$574K +21,867 +9%
EI
244
Ellevest Inc
New York
$6.57M +$59.7K +2,275 +0.9%
MPI
245
Mairs & Power Inc
Minnesota
$6.56M
GCM
246
Graver Capital Management
Ohio
$6.54M +$186K +7,102 +3%
WBCM
247
Wilson & Boucher Capital Management
California
$6.53M -$29.6K -1,129 -0.4%
PA
248
Parallel Advisors
California
$6.42M +$98.8K +3,764 +1%
OFS
249
OneAscent Financial Services
Alabama
$6.31M +$644K +24,540 +11%
BC
250
Brio Consultants
California
$6.27M +$1.41M +53,804 +32%