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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
276
Stratos Investment Management
Ohio
$5.46M -$97.4K -3,743 -2%
CI
277
Cordant Inc
Oregon
$5.43M -$65.4K -2,511 -1%
William Blair & Company
278
William Blair & Company
Illinois
$5.39M -$2.77M -106,379 -34%
SWM
279
SeaCrest Wealth Management
New York
$5.37M -$1.06M -40,613 -17%
JIR
280
James Investment Research
Ohio
$5.35M +$483K +18,567 +10%
BIP
281
Blueprint Investment Partners
North Carolina
$5.29M -$85.7K -3,291 -2%
BAM
282
Berkshire Asset Management
Pennsylvania
$5.23M +$96.4K +3,704 +2%
NI
283
NYL Investors
New York
$5.23M -$13.1K -502 -0.3%
SWM
284
Seed Wealth Management
Illinois
$5.23M -$227K -8,720 -4%
EM
285
ELCO Management
New York
$5.22M +$791K +30,369 +18%
AV
286
Aspiring Ventures
Ohio
$5.21M +$356K +13,666 +7%
UFA
287
Unify Financial Advisors
Florida
$5.18M +$5.14M +197,362 New
IC
288
IEQ Capital
California
$5.17M +$80K +3,074 +2%
FPAS
289
Focus Partners Advisor Solutions
Missouri
$5.12M +$628K +24,133 +14%
CWM
290
Chesapeake Wealth Management
Virginia
$5.09M -$30.4K -1,166 -0.6%
WCM
291
Whitener Capital Management
North Carolina
$5.07M -$15.8K -606 -0.3%
DCM
292
Donaldson Capital Management
Indiana
$5.05M +$628K +24,114 +14%
CAG
293
Crestwood Advisors Group
Massachusetts
$5.05M -$286 -11 -0%
Tudor Investment Corp
294
Tudor Investment Corp
Connecticut
$5.05M +$2.04M +78,310 +69%
WAP
295
Wealthcare Advisory Partners
Pennsylvania
$5.04M +$343K +13,167 +7%
FF
296
Farnam Financial
Arizona
$5.03M -$74.9K -2,878 -1%
AOWM
297
Alpha Omega Wealth Management
Virginia
$5.02M -$114K -4,382 -2%
VVP
298
Venture Visionary Partners
Ohio
$5.02M -$150K -5,780 -3%
MWM
299
Maridea Wealth Management
New York
$5.01M -$188K -7,210 -4%
IAA
300
Independent Advisor Alliance
North Carolina
$4.99M +$3.59M +137,914 +263%