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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
BCS Wealth Management
Tennessee
$1.93M -$183K -10,404 -9%
BWM
327
Benchmark Wealth Management
Connecticut
$1.93M +$40.2K +2,292 +2%
LSAG
328
Lake Street Advisors Group
New Hampshire
$1.9M +$5.32K +303 +0.3%
IWC
329
Integrated Wealth Concepts
Massachusetts
$1.9M -$102K -5,787 -5%
TWM
330
Tolleson Wealth Management
Texas
$1.89M -$8.27K -471 -0.4%
AA
331
Advisory Alpha
Michigan
$1.86M +$425K +24,225 +30%
ZIC
332
ZWJ Investment Counsel
Georgia
$1.85M -$899K -51,237 -33%
SEEDPG
333
S.E.E.D. Planning Group
New York
$1.84M +$8.74K +498 +0.5%
Lido Advisors
334
Lido Advisors
California
$1.84M +$397K +22,590 +28%
WPA
335
West Paces Advisors
Georgia
$1.83M -$127K -7,215 -7%
CAM
336
Carret Asset Management
New York
$1.82M +$7.37K +420 +0.4%
CFA
337
Capstone Financial Advisors
Illinois
$1.82M -$52.8K -3,006 -3%
SIC
338
Sigma Investment Counselors
Michigan
$1.8M +$18.3K +1,041 +1%
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$1.77M +$32.1K +1,830 +2%
MHR
340
Matthew Hamilton Rosenberg
$1.77M +$303K +17,259 +21%
RG
341
Retirement Group
California
$1.75M +$55K +3,132 +3%
S
342
SignatureFD
Georgia
$1.75M +$188K +10,725 +12%
EVM
343
Eaton Vance Management
Massachusetts
$1.74M -$884K -50,343 -34%
RTL
344
Red Tortoise LLC
Georgia
$1.74M +$366K +20,859 +27%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$1.74M +$65.4K +3,723 +4%
BJL
346
Brighton Jones LLC
Washington
$1.74M -$45.9K -2,616 -3%
HKIMG
347
Hutchens & Kramer Investment Management Group
Indiana
$1.73M -$1.67M -95,298 -50%
MPM
348
Meritage Portfolio Management
Kansas
$1.72M -$15.3K -870 -0.9%
Susquehanna International Group
349
Susquehanna International Group
Pennsylvania
$1.72M +$941K +53,625 +125%
TYCC
350
Texas Yale Capital Corp
Florida
$1.71M -$105 -6 -0%