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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
326
Tortoise Investment Management
New York
$3.28M -$296K -13,007 -8%
KF
327
Krilogy Financial
Missouri
$3.25M -$139K -6,122 -4%
JIR
328
James Investment Research
Ohio
$3.23M +$553K +24,314 +19%
DCM
329
Donaldson Capital Management
Indiana
$3.22M +$259K +11,373 +8%
TWM
330
Topsail Wealth Management
North Carolina
$3.2M +$117K +5,133 +4%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$3.2M +$62.8K +2,761 +2%
PA
332
Planning Alternatives
Michigan
$3.19M -$72.4K -3,183 -2%
TWG
333
The Wealth Group
Minnesota
$3.19M -$7.62K -335 -0.2%
GPFA
334
Game Plan Financial Advisors
Ohio
$3.16M -$23.4K -1,028 -0.7%
LRPA
335
L. Roy Papp & Associates
Arizona
$3.14M -$45.4K -1,997 -1%
RWM
336
RKL Wealth Management
Pennsylvania
$3.13M -$396K -17,414 -11%
ISWM
337
Independent Solutions Wealth Management
New York
$3.06M +$116K +5,109 +4%
JWBC
338
John W. Brooker & Co
California
$3.04M +$13.6K +599 +0.4%
AAG
339
Avalon Advisory Group
Pennsylvania
$3.03M -$593K -26,065 -16%
PA
340
Pineridge Advisors
Missouri
$3.02M -$179K -7,858 -5%
SAG
341
SageView Advisory Group
California
$2.99M -$19.9K -874 -0.6%
CA
342
Cambridge Advisors
Nebraska
$2.98M +$7.64K +336 +0.2%
RFA
343
RTD Financial Advisors
Pennsylvania
$2.94M -$168K -7,384 -5%
RW
344
RVW Wealth
California
$2.92M +$160K +7,017 +5%
LIG
345
Lokken Investment Group
Delaware
$2.85M -$14.2K -625 -0.5%
CFGA
346
Cambridge Financial Group (Arizona)
Arizona
$2.84M +$53.9K +2,369 +2%
QCG
347
Quadrant Capital Group
Ohio
$2.84M -$939K -41,292 -24%
FD
348
Financial Designs
California
$2.84M +$107K +4,701 +4%
ADL
349
Asset Dedication LLC
California
$2.82M -$1.83M -80,419 -38%
CAG
350
Csenge Advisory Group
Florida
$2.81M +$35.6K +1,565 +1%