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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
301
Krilogy Financial
Missouri
$3.53M +$46.4K +2,289 +1%
AAG
302
Avalon Advisory Group
Pennsylvania
$3.5M -$17K -837 -0.5%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$3.49M -$284K -14,010 -8%
TIM
304
Tortoise Investment Management
New York
$3.47M +$2.43K +120 +0.1%
MA
305
MBA Advisors
Pennsylvania
$3.46M +$137K +6,759 +4%
NGA
306
Naples Global Advisors
Florida
$3.46M -$129K -6,372 -4%
ACA
307
Atlas Capital Advisors
Wyoming
$3.4M -$104K -5,118 -3%
FPCG
308
Fort Pitt Capital Group
Pennsylvania
$3.4M -$248K -12,237 -7%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$3.38M
W
310
WealthCollab
Washington
$3.37M -$49.9K -2,463 -2%
SWM
311
Seaside Wealth Management
California
$3.36M +$314K +15,507 +11%
CFS
312
CRA Financial Services
New Jersey
$3.36M -$27.2K -1,344 -0.8%
TWG
313
The Wealth Group
Minnesota
$3.24M -$26.6K -1,311 -0.8%
RA
314
Regis Acquisition
Colorado
$3.23M +$574K +28,350 +23%
GPFA
315
Game Plan Financial Advisors
Ohio
$3.2M -$15.9K -783 -0.5%
Jones Financial Companies
316
Jones Financial Companies
Missouri
$3.18M +$1.27M +62,637 +70%
PCMC
317
Planning Capital Management Corporation
Pennsylvania
$3.18M -$218K -10,752 -7%
LWL
318
Leo Wealth LLC
Texas
$3.17M +$29.5K +1,458 +1%
AF
319
Allworth Financial
California
$3.09M +$454K +22,392 +18%
CL
320
Choreo LLC
Illinois
$3.08M +$1.01M +49,806 +51%
RFA
321
RTD Financial Advisors
Pennsylvania
$3.07M -$117K -5,772 -4%
S
322
SignatureFD
Georgia
$3.03M +$20.7K +1,023 +0.7%
OCM
323
Osterweis Capital Management
California
$3.02M
CAG
324
Csenge Advisory Group
Florida
$3M -$44.7K -2,205 -2%
PA
325
Pineridge Advisors
Missouri
$2.99M +$157K +7,740 +6%