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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$2.11M +$172K +9,930 +8%
SWM
327
Seaside Wealth Management
California
$2.1M -$192K -11,067 -8%
MCM
328
MAI Capital Management
Ohio
$2.1M -$15.3K -885 -0.7%
CTWM
329
Cherry Tree Wealth Management
Minnesota
$2.08M -$56K -3,237 -3%
RTL
330
Red Tortoise LLC
Georgia
$2.05M +$17.4K +1,005 +0.8%
S
331
SignatureFD
Georgia
$2.04M +$457K +26,394 +27%
FWP
332
FAS Wealth Partners
Kansas
$2.02M +$6.08K +351 +0.3%
MG
333
Mather Group
Illinois
$2.01M -$292K -16,881 -12%
BWM
334
BCS Wealth Management
Tennessee
$1.99M +$2.08M +119,997 New
GRP
335
Global Retirement Partners
California
$1.98M +$1.32M +76,038 +172%
WOSD
336
WFA of San Diego
California
$1.97M -$351K -20,280 -15%
BJL
337
Brighton Jones LLC
Washington
$1.96M -$532K -30,711 -21%
JHCP
338
Jackson Hole Capital Partners
Oklahoma
$1.95M -$34.1K -1,971 -2%
RWP
339
RWA Wealth Partners
Massachusetts
$1.95M +$623 +36 +0%
EH
340
Equitable Holdings
New York
$1.94M +$36.8K +2,127 +2%
WWM
341
Western Wealth Management
Colorado
$1.93M +$314K +18,159 +18%
GWWM
342
Great Waters Wealth Management
Minnesota
$1.91M -$123K -7,128 -6%
SAMC
343
Spectrum Asset Management (California)
California
$1.9M -$1.56K -90 -0.1%
WPA
344
West Paces Advisors
Georgia
$1.9M -$71.9K -4,155 -4%
EWM
345
Empirical Wealth Management
Washington
$1.89M -$406K -23,454 -17%
LIG
346
Lokken Investment Group
Delaware
$1.88M +$317K +18,342 +19%
EL
347
Essex LLC
Illinois
$1.88M -$320K -18,504 -14%
CAM
348
Carret Asset Management
New York
$1.86M +$49.9K +2,886 +3%
YIA
349
YHB Investment Advisors
Connecticut
$1.85M -$202K -11,658 -9%
LSAG
350
Lake Street Advisors Group
New Hampshire
$1.85M +$40K +2,313 +2%