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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
PFG Advisors
Arizona
$3.89M +$3.75M +151,317 New
CPWM
327
Cypress Point Wealth Management
Texas
$3.87M -$313K -12,628 -8%
CFG
328
Chapman Financial Group
Hawaii
$3.86M +$842K +34,013 +29%
BCI
329
Brinker Capital Investments
Pennsylvania
$3.84M +$795K +32,127 +27%
BC
330
Brio Consultants
California
$3.84M +$23.8K +961 +0.6%
ISWM
331
Independent Solutions Wealth Management
New York
$3.82M +$21.1K +853 +0.6%
SIC
332
Sigma Investment Counselors
Michigan
$3.81M +$81.5K +3,291 +2%
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$3.72M +$15.7K +634 +0.4%
LRPA
334
L. Roy Papp & Associates
Arizona
$3.72M -$35.6K -1,437 -1%
GRP
335
Global Retirement Partners
California
$3.71M +$361K +14,569 +11%
LBC
336
Lowe Brockenbrough & Co
Virginia
$3.68M -$823K -33,238 -19%
GPFA
337
Game Plan Financial Advisors
Ohio
$3.67M -$153K -6,191 -4%
SCM
338
Spreng Capital Management
Ohio
$3.66M -$52.9K -2,138 -1%
BWM
339
BCS Wealth Management
Tennessee
$3.63M +$289K +11,691 +9%
AIM
340
Archer Investment Management
Texas
$3.59M -$223K -8,992 -6%
Pathstone Holdings
341
Pathstone Holdings
New Jersey
$3.58M +$60.1K +2,428 +2%
BAM
342
Belpointe Asset Management
Nevada
$3.57M +$1.74M +70,203 +102%
PA
343
Pineridge Advisors
Missouri
$3.54M -$62.5K -2,523 -2%
CA
344
Cambridge Advisors
Nebraska
$3.51M -$8.66K -350 -0.3%
SIC
345
Salem Investment Counselors
North Carolina
$3.48M +$650K +26,240 +24%
RW
346
RVW Wealth
California
$3.48M +$1.73K +70 +0.1%
LIG
347
Lokken Investment Group
Delaware
$3.41M +$99 +4 +0%
KF
348
Krilogy Financial
Missouri
$3.4M -$483K -19,520 -13%
CAM
349
Carret Asset Management
New York
$3.37M +$74.9K +3,025 +2%
S
350
Sachetta
Massachusetts
$3.35M +$7.7K +311 +0.2%