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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
276
Empirical Wealth Management
Washington
$6.47M +$128K +4,570 +2%
William Blair & Company
277
William Blair & Company
Illinois
$6.43M +$597K +21,343 +11%
SAI
278
Savvy Advisors Inc
New York
$6.4M -$46.4K -1,659 -0.7%
IWC
279
Integrated Wealth Concepts
Massachusetts
$6.4M +$350K +12,506 +6%
DPI
280
Diversified Portfolios Inc
Michigan
$6.38M -$127K -4,553 -2%
BNMT
281
Bawa N Mallick Trust
New York
$6.32M +$166K +5,917 +3%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$6.29M +$59K +2,107 +1%
SIM
283
Stratos Investment Management
Ohio
$6.29M -$119K -4,239 -2%
SP
284
Successful Portfolios
Florida
$6.07M -$16.5K -589 -0.3%
GM
285
GeoWealth Management
Illinois
$6.07M +$115K +4,116 +2%
MA
286
MBA Advisors
Pennsylvania
$6.05M +$154K +5,514 +3%
CI
287
Cordant Inc
Oregon
$6.04M +$28.4K +1,016 +0.5%
SWM
288
SeaCrest Wealth Management
New York
$6.01M +$147K +5,246 +3%
SP
289
Sherman Porfolios
Idaho
$5.96M -$131K -4,665 -2%
FSAG
290
Financial Solutions Advisory Group
Illinois
$5.96M +$263K +9,394 +5%
LJAC
291
L.J. Altfest & Co
New York
$5.94M -$146K -5,227 -2%
BIP
292
Blueprint Investment Partners
North Carolina
$5.83M +$477K +17,036 +9%
HTWM
293
Hartmann Taylor Wealth Management
Texas
$5.73M – – –
AWM
294
Axxcess Wealth Management
California
$5.69M +$5.5M +196,471 New
AV
295
Aspiring Ventures
Ohio
$5.69M -$253K -9,033 -4%
UFA
296
Unify Financial Advisors
Florida
$5.65M -$14.3K -510 -0.3%
BAM
297
Berkshire Asset Management
Pennsylvania
$5.63M -$119K -4,266 -2%
NI
298
NYL Investors
New York
$5.61M +$79K +2,821 +1%
CWM
299
Chesapeake Wealth Management
Virginia
$5.57M +$11K +393 +0.2%
SWM
300
Seed Wealth Management
Illinois
$5.57M – – –