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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Chesapeake Wealth Management
Virginia
$4.14M +$199K +11,550 +5%
KIA
252
KCM Investment Advisors
California
$4.11M +$933 +54 +0%
SWM
253
Seed Wealth Management
Illinois
$4.06M
ACA
254
Aspire Capital Advisors
Washington
$4.01M +$730K +42,246 +24%
SAMC
255
Spectrum Asset Management (California)
California
$3.99M +$1.74M +100,818 +88%
DPI
256
Diversified Portfolios Inc
Michigan
$3.97M -$39.1K -2,262 -1%
SP
257
Successful Portfolios
Florida
$3.95M +$16.7K +969 +0.5%
CI
258
Cordant Inc
Oregon
$3.94M -$224K -12,942 -6%
MHR
259
Matthew Hamilton Rosenberg
$3.92M +$75.6K +4,377 +2%
NI
260
NYL Investors
New York
$3.9M +$1.09M +63,300 +43%
SOAG
261
Silver Oak Advisory Group
Oregon
$3.85M -$312K -18,063 -8%
MA
262
Mutual Advisors
Nebraska
$3.83M +$220K +12,738 +7%
ACI
263
Alpha Cubed Investments
California
$3.81M +$5.75K +333 +0.2%
PA
264
Parallel Advisors
California
$3.79M -$206K -11,928 -6%
ADL
265
Asset Dedication LLC
California
$3.77M -$123K -7,146 -3%
CPA
266
Clear Point Advisors
New York
$3.76M +$3.5M +202,467 New
VVP
267
Venture Visionary Partners
Ohio
$3.72M +$1.04M +60,348 +43%
FPCG
268
Fort Pitt Capital Group
Pennsylvania
$3.69M -$22.2K -1,287 -0.6%
BAM
269
Berkshire Asset Management
Pennsylvania
$3.66M +$39.6K +2,295 +1%
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$3.66M -$1.14M -65,910 -25%
PAG
271
Private Advisor Group
New Jersey
$3.65M +$229K +13,275 +7%
FCM
272
Firestone Capital Management
Florida
$3.6M +$44.9K +2,601 +1%
IWC
273
Integrated Wealth Concepts
Massachusetts
$3.57M +$26.1K +1,512 +0.8%
AAP
274
Arax Advisory Partners
Colorado
$3.52M +$245K +14,172 +8%
RW
275
REDW Wealth
New Mexico
$3.51M -$35.2K -2,040 -1%