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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
301
NewEdge Advisors
Louisiana
$2.55M -$227K -12,324 -8%
BIA
302
Bigelow Investment Advisors
Maine
$2.54M +$61.6K +3,348 +3%
MWM
303
Madison Wealth Management
Ohio
$2.54M -$92.2K -5,010 -4%
ACM
304
AlphaStar Capital Management
North Carolina
$2.5M +$2.54K +138 +0.1%
NS
305
Newman & Schimel
Illinois
$2.47M +$756K +41,112 +46%
RW
306
RVW Wealth
California
$2.41M -$90.7K -4,932 -4%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$2.4M +$10.6K +576 +0.5%
BP
308
Broadleaf Partners
Ohio
$2.39M +$1.96M +106,572 +527%
MSS
309
Mitchell Sinkler & Starr
Pennsylvania
$2.38M +$133K +7,206 +6%
KAS
310
Kestra Advisory Services
Texas
$2.37M -$6.84M -371,796 -75%
BCM
311
Brookstone Capital Management
Illinois
$2.34M +$633K +34,416 +37%
TF
312
TIAA FSB
Florida
$2.33M +$321K +17,442 +16%
JPLA
313
Joseph P. Lucia & Associates
New York
$2.27M +$32K +1,740 +1%
SWM
314
Segment Wealth Management
Texas
$2.27M +$45.8K +2,490 +2%
BWM
315
BCS Wealth Management
Tennessee
$2.24M +$93.7K +5,094 +4%
VCAM
316
Van Cleef Asset Management
Ohio
$2.19M
JHCP
317
Jackson Hole Capital Partners
Oklahoma
$2.19M -$231K -12,534 -10%
WIC
318
Woodmont Investment Counsel
Tennessee
$2.18M
FA
319
Faithward Advisors
Pennsylvania
$2.15M -$31.2K -1,698 -1%
EWM
320
Empirical Wealth Management
Washington
$2.14M +$159K +8,628 +8%
IWC
321
Integrated Wealth Concepts
Massachusetts
$2.12M +$29.8K +1,620 +1%
DPI
322
Diversified Portfolios Inc
Michigan
$2.09M -$77.3K -4,200 -4%
GWA
323
GGM Wealth Advisors
Maryland
$2.08M +$88.5K +4,812 +4%
BAM
324
Baldrige Asset Management
Pennsylvania
$2.08M +$9.27K +504 +0.5%
WPA
325
West Paces Advisors
Georgia
$2.07M -$22.9K -1,242 -1%