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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Compass Ion Advisors
Pennsylvania
$2.99M +$344K +19,593 +13%
LPIC
277
LeJeune Puetz Investment Counsel
Michigan
$2.9M -$54.6K -3,111 -2%
GPFA
278
Game Plan Financial Advisors
Ohio
$2.9M -$46.8K -2,667 -2%
ISWM
279
Independent Solutions Wealth Management
New York
$2.88M -$82.5K -4,701 -3%
PWMG
280
Prestige Wealth Management Group
New Jersey
$2.87M -$87K -4,956 -3%
NI
281
NYL Investors
New York
$2.87M -$442K -25,200 -14%
SWM
282
Southern Wealth Management
Texas
$2.86M +$40.3K +2,295 +1%
CA
283
Cambridge Advisors
Nebraska
$2.85M +$4.48K +255 +0.2%
RRCM
284
Rappaport Reiches Capital Management
Illinois
$2.84M +$2.52M +143,823 +901%
BP
285
BBR Partners
New York
$2.84M -$105K -6,000 -4%
Dimensional Fund Advisors
286
Dimensional Fund Advisors
Texas
$2.82M -$53 -3 -0%
Ameriprise
287
Ameriprise
Minnesota
$2.81M -$126K -7,155 -4%
LRPA
288
L. Roy Papp & Associates
Arizona
$2.8M +$36.4K +2,076 +1%
PFC
289
Phocas Financial Corp
California
$2.79M +$2.75M +156,654 New
NCM
290
Novare Capital Management
North Carolina
$2.78M +$323K +18,390 +13%
CMBA
291
C.M. Bidwell & Associates
Hawaii
$2.74M -$26.3K -1,497 -1%
MG
292
Mather Group
Illinois
$2.65M -$73.5K -4,185 -3%
SIC
293
Salem Investment Counselors
North Carolina
$2.6M
PIP
294
Peachtree Investment Partners
Florida
$2.59M +$54.9K +3,126 +2%
MSS
295
Mitchell Sinkler & Starr
Pennsylvania
$2.58M +$333K +18,990 +15%
EL
296
Essex LLC
Illinois
$2.55M -$42.5K -2,421 -2%
JWBC
297
John W. Brooker & Co
California
$2.53M +$45.1K +2,568 +2%
EWA
298
EP Wealth Advisors
California
$2.48M +$1.51M +85,962 +160%
PPP
299
Private Portfolio Partners
New Jersey
$2.48M
MWM
300
Madison Wealth Management
Ohio
$2.39M -$7.95K -453 -0.3%