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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
301
Independent Solutions Wealth Management
New York
$2.21M -$348K -23,169 -14%
SIC
302
Salem Investment Counselors
North Carolina
$2.2M +$97.4K +6,480 +5%
CA
303
Cambridge Advisors
Nebraska
$2.2M -$27.1K -1,800 -1%
TC
304
TownSquare Capital
Utah
$2.15M +$67.6K +4,497 +3%
JWBC
305
John W. Brooker & Co
California
$2.15M -$106K -7,026 -5%
MG
306
Mather Group
Illinois
$2.14M +$44.5K +2,958 +2%
DFA
307
DHJJ Financial Advisors
Illinois
$2.13M -$264K -17,547 -11%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$2.11M -$592K -39,378 -22%
CAG
309
Compass Advisory Group
New York
$2.09M +$12.3K +819 +0.6%
PPP
310
Private Portfolio Partners
New Jersey
$2.08M
JPLA
311
Joseph P. Lucia & Associates
New York
$2.07M -$76.1K -5,061 -4%
FG
312
Fiduciary Group
Georgia
$2.07M -$705K -46,920 -25%
SMC
313
Smith, Moore & Co
Missouri
$2.07M +$53.4K +3,555 +3%
BWM
314
Benchmark Wealth Management
Connecticut
$2.07M +$453K +30,135 +28%
WPA
315
West Paces Advisors
Georgia
$2.05M +$238K +15,858 +13%
CAG
316
Csenge Advisory Group
Florida
$2.04M -$222K -14,790 -10%
EL
317
Essex LLC
Illinois
$2.03M -$135 -9 -0%
FMP
318
Financial Management Professionals
Texas
$2.02M -$155K -10,290 -7%
RW
319
RVW Wealth
California
$2.01M -$22.5K -1,497 -1%
YIA
320
YHB Investment Advisors
Connecticut
$1.99M -$297K -19,740 -13%
MWM
321
Madison Wealth Management
Ohio
$1.98M -$25.5K -1,695 -1%
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$1.98M +$181K +12,042 +10%
GWWM
323
Great Waters Wealth Management
Minnesota
$1.96M +$1.88M +124,812 New
CAI
324
Capital Advisors Inc
Oklahoma
$1.96M +$269K +17,919 +16%
Lido Advisors
325
Lido Advisors
California
$1.95M +$31.7K +2,112 +2%