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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$3.5M +$2.22M +128,730 +215%
CAM
277
Cozad Asset Management
Illinois
$3.44M
JPLA
278
Joseph P. Lucia & Associates
New York
$3.41M +$346K +20,055 +12%
OCG
279
Opus Capital Group
Ohio
$3.38M -$237K -13,710 -7%
KJWM
280
Kiley Juergens Wealth Management
Washington
$3.32M -$12.6K -729 -0.4%
PA
281
Planning Alternatives
Michigan
$3.32M -$429K -24,846 -12%
CIA
282
Compass Ion Advisors
Pennsylvania
$3.31M +$48.6K +2,814 +2%
IWMA
283
Ironwood Wealth Management (Arizona)
Arizona
$3.3M -$50K -2,895 -2%
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$3.29M -$84.3K -4,878 -3%
RRCM
285
Rappaport Reiches Capital Management
Illinois
$3.28M +$174K +10,065 +6%
William Blair & Company
286
William Blair & Company
Illinois
$3.28M -$64.4K -3,726 -2%
FT
287
Fiduciary Trust
Massachusetts
$3.27M +$4.66K +270 +0.2%
IAA
288
Independent Advisor Alliance
North Carolina
$3.25M +$88.7K +5,133 +3%
LIWM
289
Long Island Wealth Management
New York
$3.23M +$3.01M +174,261 New
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$3.21M -$8.6K -498 -0.3%
SAM
291
Sawgrass Asset Management
Florida
$3.21M +$6.11K +354 +0.2%
PCMC
292
Planning Capital Management Corporation
Pennsylvania
$3.2M +$2.98M +172,644 New
NGA
293
Naples Global Advisors
Florida
$3.2M -$77.5K -4,485 -3%
GIP
294
Granite Investment Partners
California
$3.17M -$11.7K -675 -0.4%
CPWM
295
Cypress Point Wealth Management
Texas
$3.16M +$548K +31,743 +23%
BJL
296
Brighton Jones LLC
Washington
$3.15M +$895K +51,834 +44%
ISWM
297
Independent Solutions Wealth Management
New York
$3.15M -$67.6K -3,912 -2%
MGIA
298
Moneta Group Investment Advisors
Missouri
$3.15M -$167K -9,675 -5%
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
$3.11M +$1.54M +89,031 +113%
AAG
300
Avalon Advisory Group
Pennsylvania
$3.11M