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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
CX Institutional
Indiana
$3.89M +$3.1M +136,189 +307%
CI
302
Cordant Inc
Oregon
$3.88M -$40K -1,759 -1%
AAP
303
Arax Advisory Partners
Colorado
$3.88M +$78.9K +3,470 +2%
MA
304
MBA Advisors
Pennsylvania
$3.88M +$194K +8,545 +5%
AIM
305
Archer Investment Management
Texas
$3.79M -$1.02M -44,627 -20%
MIS
306
Morningstar Investment Services
Illinois
$3.77M -$2.44M -107,082 -38%
SOAG
307
Silver Oak Advisory Group
Oregon
$3.76M -$317K -13,944 -7%
KJWM
308
Kiley Juergens Wealth Management
Washington
$3.75M +$154K +6,772 +4%
NCM
309
Novare Capital Management
North Carolina
$3.73M +$19.3K +849 +0.5%
HCMT
310
Highland Capital Management (Tennessee)
Tennessee
$3.72M -$3.23K -142 -0.1%
AAMC
311
Asset Allocation & Management Company
Illinois
$3.66M +$2.91M +127,956 +304%
ACA
312
Aspire Capital Advisors
Washington
$3.61M -$53.3K -2,345 -1%
OCM
313
One Capital Management
California
$3.59M +$1.22M +53,820 +48%
ACA
314
Atlas Capital Advisors
Wyoming
$3.58M -$92.6K -4,071 -2%
AI
315
Axos Invest
Nevada
$3.58M +$124K +5,461 +3%
IWMA
316
Ironwood Wealth Management (Arizona)
Arizona
$3.56M -$58.8K -2,583 -2%
CPWM
317
Cypress Point Wealth Management
Texas
$3.5M -$226K -9,949 -6%
CFS
318
CRA Financial Services
New Jersey
$3.49M +$31.4K +1,381 +0.9%
AV
319
Aspiring Ventures
Ohio
$3.47M +$431K +18,943 +13%
NGA
320
Naples Global Advisors
Florida
$3.42M -$45.1K -1,981 -1%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$3.41M +$1.79M +78,654 +99%
S
322
SignatureFD
Georgia
$3.35M -$51.2K -2,249 -1%
W
323
WealthCollab
Washington
$3.34M -$63.5K -2,792 -2%
IF
324
Intrua Financial
Texas
$3.34M -$7.72M -339,570 -69%
SCM
325
Spreng Capital Management
Ohio
$3.32M -$357K -15,674 -9%