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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Maridea Wealth Management
New York
$4.85M +$4.48M +203,532 New
WI
277
WBI Investments
New Jersey
$4.84M +$4.48M +203,177 New
BFA
278
Blueprint Financial Advisors
North Carolina
$4.84M -$111K -5,041 -2%
CWM
279
Chesapeake Wealth Management
Virginia
$4.83M -$119K -5,390 -3%
RWM
280
Ritholtz Wealth Management
New York
$4.82M +$2.91M +132,223 +189%
PIM
281
Pullen Investment Management
Florida
$4.8M -$626K -28,429 -12%
NI
282
NYL Investors
New York
$4.76M +$165K +7,507 +4%
AWM
283
Axxcess Wealth Management
California
$4.76M -$9.07K -412 -0.2%
WCM
284
Whitener Capital Management
North Carolina
$4.75M -$239K -10,843 -5%
BWM
285
Benchmark Wealth Management
Connecticut
$4.7M -$947 -43 -0%
BAM
286
Berkshire Asset Management
Pennsylvania
$4.7M +$10.1K +460 +0.2%
VVP
287
Venture Visionary Partners
Ohio
$4.69M +$1.92K +87 +0%
BPA
288
Beacon Pointe Advisors
California
$4.67M -$78.6K -3,566 -2%
AC
289
Avant Capital
Louisiana
$4.61M -$21.6K -982 -0.5%
CIA
290
Compass Ion Advisors
Pennsylvania
$4.6M -$77.1K -3,499 -2%
CAG
291
Crestwood Advisors Group
Massachusetts
$4.56M -$1.83K -83 -0%
CFGA
292
Cambridge Financial Group (Arizona)
Arizona
$4.52M +$1.27M +57,856 +44%
JF
293
Joule Financial
Kentucky
$4.52M +$3.23M +146,542 +339%
OFS
294
OneAscent Financial Services
Alabama
$4.5M -$4.08M -185,236 -49%
MA
295
MBA Advisors
Pennsylvania
$4.46M +$152K +6,920 +4%
BIP
296
Blueprint Investment Partners
North Carolina
$4.42M -$2.66M -120,722 -39%
GIP
297
Granite Investment Partners
California
$4.41M -$47.7K -2,164 -1%
CPA
298
Clear Point Advisors
New York
$4.4M -$63.7K -2,894 -2%
CAM
299
Cozad Asset Management
Illinois
$4.39M – – –
Citadel Advisors
300
Citadel Advisors
Florida
$4.31M +$3.99M +180,954 New