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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Axos Invest
Nevada
$5.05M +$4.87M +227,931 New
BPA
252
Beacon Pointe Advisors
California
$5.04M -$261K -12,216 -5%
SAM
253
Sawgrass Asset Management
Florida
$5.04M +$932K +43,635 +24%
CSWM
254
Cassady Schiller Wealth Management
Ohio
$5.03M -$8.58K -402 -0.2%
SFC
255
Strategic Financial Concepts
Texas
$5M -$296M -13,863,303 -98%
RRCM
256
Rappaport Reiches Capital Management
Illinois
$4.99M +$686K +32,139 +17%
AOWM
257
Alpha Omega Wealth Management
Virginia
$4.97M -$147K -6,879 -3%
FCM
258
Firestone Capital Management
Florida
$4.86M +$167K +7,800 +4%
VCM
259
Vivaldi Capital Management
Illinois
$4.86M -$74.6K -3,495 -2%
LBC
260
Lowe Brockenbrough & Co
Virginia
$4.81M +$43.7K +2,049 +1%
SP
261
Successful Portfolios
Florida
$4.81M +$26.1K +1,221 +0.6%
PAG
262
Private Advisor Group
New Jersey
$4.78M +$30.9K +1,449 +0.7%
DPI
263
Diversified Portfolios Inc
Michigan
$4.75M -$20.4K -954 -0.4%
RWM
264
RKL Wealth Management
Pennsylvania
$4.68M -$652K -30,525 -13%
SWM
265
Seed Wealth Management
Illinois
$4.65M -$122K -5,700 -3%
PA
266
Parallel Advisors
California
$4.64M +$24.3K +1,140 +0.5%
LJAC
267
L.J. Altfest & Co
New York
$4.61M -$1.5M -70,329 -25%
AWS
268
Atria Wealth Solutions
New York
$4.6M +$7.82K +366 +0.2%
IWM
269
IHT Wealth Management
Illinois
$4.6M +$1.73M +80,805 +63%
CWM
270
Chesapeake Wealth Management
Virginia
$4.56M +$11.7K +549 +0.3%
NI
271
NYL Investors
New York
$4.5M +$89.7K +4,200 +2%
IWC
272
Integrated Wealth Concepts
Massachusetts
$4.5M +$61K +2,856 +1%
Jones Financial Companies
273
Jones Financial Companies
Missouri
$4.47M +$1.08M +50,712 +33%
MHR
274
Matthew Hamilton Rosenberg
$4.42M +$13.5K +633 +0.3%
CPWM
275
Cypress Point Wealth Management
Texas
$4.4M -$67.6K -3,165 -2%