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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
251
Financial Engines Advisors
California
$5.55M -$618K -28,061 -11%
KIA
252
KCM Investment Advisors
California
$5.55M +$837 +38 +0%
AAMC
253
Asset Allocation & Management Company
Illinois
$5.5M +$1.34M +60,638 +36%
EH
254
Equitable Holdings
New York
$5.48M +$768K +34,852 +18%
LJAC
255
L.J. Altfest & Co
New York
$5.45M -$294K -13,336 -6%
OCPWS
256
One Charles Private Wealth Services
Massachusetts
$5.44M +$5.03M +228,227 New
HTWM
257
Hartmann Taylor Wealth Management
Texas
$5.44M +$11K +500 +0.2%
SWM
258
Seed Wealth Management
Illinois
$5.4M -$11K -500 -0.2%
BJL
259
Brighton Jones LLC
Washington
$5.37M +$62.8K +2,852 +1%
SAI
260
Savvy Advisors Inc
New York
$5.37M +$4.47M +203,096 +910%
SIM
261
Stratos Investment Management
Ohio
$5.3M +$741K +33,626 +18%
AWS
262
Atria Wealth Solutions
New York
$5.28M -$1.29M -58,395 -21%
FPAS
263
Focus Partners Advisor Solutions
Missouri
$5.15M +$402K +18,232 +9%
DPI
264
Diversified Portfolios Inc
Michigan
$5.11M +$8.63K +392 +0.2%
STA
265
Summit Trail Advisors
New York
$5.07M +$4.68M +212,593 New
SFC
266
Strategic Financial Concepts
Texas
$5.06M -$308K -13,965 -6%
BNMT
267
Bawa N Mallick Trust
New York
$5.06M
AOWM
268
Alpha Omega Wealth Management
Virginia
$5.03M -$92.2K -4,185 -2%
SP
269
Successful Portfolios
Florida
$5.02M -$152K -6,893 -3%
CI
270
Cordant Inc
Oregon
$5.02M +$664K +30,166 +17%
VCM
271
Vivaldi Capital Management
Illinois
$4.93M -$85K -3,857 -2%
Tudor Investment Corp
272
Tudor Investment Corp
Connecticut
$4.88M +$2.33M +105,930 +107%
IWC
273
Integrated Wealth Concepts
Massachusetts
$4.87M +$403K +18,300 +10%
FF
274
Farnam Financial
Arizona
$4.87M -$335K -15,225 -7%
MWM
275
Maridea Wealth Management
New York
$4.85M +$4.48M +203,532 New