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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
276
L.J. Altfest & Co
New York
$5.28M -$348K -13,259 -6%
IWC
277
Integrated Wealth Concepts
Massachusetts
$5.23M +$2.65M +101,016 +94%
SP
278
Successful Portfolios
Florida
$5.22M -$370K -14,095 -6%
CI
279
Cordant Inc
Oregon
$5.21M +$11K +418 +0.2%
GM
280
GeoWealth Management
Illinois
$5.16M +$2.33M +88,781 +76%
AV
281
Aspiring Ventures
Ohio
$5.16M +$184K +7,019 +4%
MA
282
MBA Advisors
Pennsylvania
$5.1M +$449K +17,112 +9%
SWM
283
SeaCrest Wealth Management
New York
$5.08M +$15.9K +605 +0.3%
William Blair & Company
284
William Blair & Company
Illinois
$5.03M -$130K -4,973 -2%
BAM
285
Berkshire Asset Management
Pennsylvania
$4.99M -$24.3K -926 -0.5%
UFA
286
Unify Financial Advisors
Florida
$4.91M -$42.6K -1,622 -0.8%
FSAG
287
Financial Solutions Advisory Group
Illinois
$4.91M +$5.13M +195,424 New
RWM
288
Ritholtz Wealth Management
New York
$4.9M +$241K +9,197 +5%
KF
289
Krilogy Financial
Missouri
$4.86M +$1.26M +47,953 +36%
CAG
290
Crestwood Advisors Group
Massachusetts
$4.83M +$577 +22 +0%
SWM
291
Seed Wealth Management
Illinois
$4.83M -$186K -7,075 -4%
CWM
292
Chesapeake Wealth Management
Virginia
$4.82M -$57.9K -2,206 -1%
NI
293
NYL Investors
New York
$4.8M -$223K -8,514 -4%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$4.75M -$81.2K -3,093 -2%
CIA
295
Compass Ion Advisors
Pennsylvania
$4.73M -$33.1K -1,260 -0.7%
FF
296
Farnam Financial
Arizona
$4.71M -$113K -4,302 -2%
AC
297
Avant Capital
Louisiana
$4.69M -$65.8K -2,509 -1%
KJWM
298
Kiley Juergens Wealth Management
Washington
$4.68M +$37.4K +1,426 +0.8%
WCL
299
Wealth Care LLC
Florida
$4.66M +$4.88M +185,803 New
BIP
300
Blueprint Investment Partners
North Carolina
$4.62M -$459K -17,508 -9%