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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
326
Jackson Wealth Management
Florida
$2.06M +$2.01M +109,392 New
LCC
327
Lincoln Capital Corp
Rhode Island
$2.04M +$29K +1,578 +1%
TWM
328
Tolleson Wealth Management
Texas
$2.01M -$36K -1,956 -2%
LSAG
329
Lake Street Advisors Group
New Hampshire
$2M +$7.4K +402 +0.4%
BWM
330
Benchmark Wealth Management
Connecticut
$2M +$49.8K +2,706 +3%
CFA
331
Capstone Financial Advisors
Illinois
$1.99M +$2.32K +126 +0.1%
SEEDPG
332
S.E.E.D. Planning Group
New York
$1.94M +$9.05K +492 +0.5%
GWMI
333
Guardian Wealth Management (Illinois)
Illinois
$1.94M +$1.89M +102,720 New
SMC
334
Smith, Moore & Co
Missouri
$1.93M +$53.2K +2,892 +3%
CAM
335
Carret Asset Management
New York
$1.92M -$16.8K -912 -0.9%
SIC
336
Sigma Investment Counselors
Michigan
$1.89M +$23.6K +1,284 +1%
BJL
337
Brighton Jones LLC
Washington
$1.89M +$98.1K +5,334 +6%
MA
338
MBA Advisors
Pennsylvania
$1.88M +$154K +8,346 +9%
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$1.84M -$17.7K -960 -1%
AIM
340
AHL Investment Management
Florida
$1.84M +$1.8M +97,776 New
MPM
341
Meritage Portfolio Management
Kansas
$1.84M -$9.16K -498 -0.5%
TYCC
342
Texas Yale Capital Corp
Florida
$1.8M
FT
343
Fiduciary Trust
Massachusetts
$1.8M +$715K +38,850 +68%
RG
344
Retirement Group
California
$1.8M -$106K -5,736 -6%
SCA
345
STALEY CAPITAL ADVISERS
Pennsylvania
$1.79M -$10.3K -558 -0.6%
AMG
346
Asset Management Group
Connecticut
$1.77M -$53.2K -2,892 -3%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$1.73M +94,068 New
AFP
348
Ausdal Financial Partners
Iowa
$1.77M +$39.2K +2,130 +2%
CAG
349
Compass Advisory Group
New York
$1.74M +$27.2K +1,476 +2%
FMC
350
Financial Management Concepts
Florida
$1.72M +$1.46M +79,524 +669%