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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
326
ZWJ Investment Counsel
Georgia
$2.6M -$3.26K -189 -0.1%
PPP
327
Private Portfolio Partners
New Jersey
$2.59M
PWMG
328
Prestige Wealth Management Group
New Jersey
$2.58M -$6.01K -348 -0.2%
MAM
329
McCarthy Asset Management
California
$2.55M -$29.2K -1,689 -1%
BCM
330
Brookstone Capital Management
Illinois
$2.55M +$983K +56,913 +71%
PCMC
331
Private Capital Management (Colorado)
Colorado
$2.52M +$13.2K +762 +0.6%
DFA
332
DHJJ Financial Advisors
Illinois
$2.52M -$100K -5,793 -4%
Vanguard Personalized Indexing Management
333
Vanguard Personalized Indexing Management
California
$2.52M +$2.34M +135,609 New
FMP
334
Financial Management Professionals
Texas
$2.51M -$186K -10,779 -7%
AF
335
Allworth Financial
California
$2.5M +$1.27M +73,278 +119%
MG
336
Mather Group
Illinois
$2.49M +$231K +13,392 +11%
KNFPWM
337
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.45M +$2.28M +132,117 New
SMC
338
Smith, Moore & Co
Missouri
$2.41M +$28.8K +1,668 +1%
RW
339
RVW Wealth
California
$2.39M -$61.8K -3,576 -3%
LRPA
340
L. Roy Papp & Associates
Arizona
$2.39M +$7.51K +435 +0.3%
RTL
341
Red Tortoise LLC
Georgia
$2.38M +$85.8K +4,968 +4%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$2.38M +$20.7K +1,197 +0.9%
GRP
343
Global Retirement Partners
California
$2.36M +$129K +7,497 +6%
EWP
344
Elevation Wealth Partners
California
$2.35M +$2.09M +121,149 +589%
S
345
Sachetta
Massachusetts
$2.34M +$2.18M +126,345 New
SIC
346
Salem Investment Counselors
North Carolina
$2.34M -$243K -14,070 -10%
MCM
347
MAI Capital Management
Ohio
$2.32M -$16.5K -957 -0.8%
CTWM
348
Cherry Tree Wealth Management
Minnesota
$2.32M -$5.34K -309 -0.2%
EH
349
Equitable Holdings
New York
$2.3M +$123K +7,149 +6%
S
350
SignatureFD
Georgia
$2.3M +$16.4K +951 +0.8%