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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
251
Red Door Wealth Management
Tennessee
$5.33M +$80.6K +3,542 +1%
PA
252
Parallel Advisors
California
$5.29M +$814K +35,765 +17%
Chevy Chase Trust
253
Chevy Chase Trust
Maryland
$5.25M -$76.2K -3,348 -1%
LJAC
254
L.J. Altfest & Co
New York
$5.21M +$838K +36,834 +18%
SWRP
255
Summit Wealth & Retirement Planning
California
$5.18M +$68.8K +3,023 +1%
SWM
256
SeaCrest Wealth Management
New York
$5.14M -$239K -10,496 -4%
SF
257
Summit Financial
New Jersey
$5.11M +$3.22M +141,455 +147%
RRCM
258
Rappaport Reiches Capital Management
Illinois
$5.07M +$64.1K +2,820 +1%
KIA
259
KCM Investment Advisors
California
$5.01M +$887 +39 +0%
PAG
260
Private Advisor Group
New Jersey
$4.97M +$449K +19,725 +9%
MA
261
Mutual Advisors
Nebraska
$4.95M +$29.9K +1,314 +0.6%
PIM
262
Pullen Investment Management
Florida
$4.95M -$24.4K -1,072 -0.5%
HTWM
263
Hartmann Taylor Wealth Management
Texas
$4.9M +$5.18M +227,679 New
MW
264
Marcum Wealth
Ohio
$4.9M +$5.17M +227,420 New
SWM
265
Seed Wealth Management
Illinois
$4.89M +$400K +17,590 +8%
SFC
266
Strategic Financial Concepts
Texas
$4.87M -$40.8K -1,795 -0.8%
SWM
267
Seaside Wealth Management
California
$4.85M +$1.77M +77,792 +53%
BJL
268
Brighton Jones LLC
Washington
$4.79M -$136K -5,963 -3%
FF
269
Farnam Financial
Arizona
$4.72M +$29K +1,274 +0.6%
SP
270
Successful Portfolios
Florida
$4.69M -$27.1K -1,192 -0.5%
LBC
271
Lowe Brockenbrough & Co
Virginia
$4.65M +$17.6K +775 +0.4%
AOWM
272
Alpha Omega Wealth Management
Virginia
$4.63M -$126K -5,540 -3%
DPI
273
Diversified Portfolios Inc
Michigan
$4.61M
BNMT
274
Bawa N Mallick Trust
New York
$4.57M
VCM
275
Vivaldi Capital Management
Illinois
$4.54M -$99.2K -4,362 -2%