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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
326
Brinker Capital Investments
Pennsylvania
$4.25M +$334K +12,838 +9%
MCCA
327
Mill Creek Capital Advisors
Pennsylvania
$4.25M +$3.77K +145 +0.1%
ACA
328
Aspire Capital Advisors
Washington
$4.23M +$22.9K +879 +0.5%
NGA
329
Naples Global Advisors
Florida
$4.22M -$4.32K -166 -0.1%
PA
330
Planning Alternatives
Michigan
$4.17M -$74.6K -2,865 -2%
S
331
SignatureFD
Georgia
$4.16M +$31.3K +1,204 +0.8%
AAG
332
Avalon Advisory Group
Pennsylvania
$4.14M -$2.76K -106 -0.1%
MHR
333
Matthew Hamilton Rosenberg
$4.08M -$29.5K -1,135 -0.7%
BAM
334
Belpointe Asset Management
Nevada
$4.06M +$418K +16,055 +12%
MPIA
335
Milestones Private Investment Advisors
New York
$4.04M -$62.5K -2,402 -2%
SOAG
336
Silver Oak Advisory Group
Oregon
$4.01M -$148K -5,670 -4%
CFG
337
Chapman Financial Group
Hawaii
$4.01M +$78.1K +3,000 +2%
MFG
338
Merit Financial Group
Georgia
$3.99M -$250K -9,619 -6%
ICM
339
Islay Capital Management
Texas
$3.96M -$2.96M -113,701 -43%
DWM
340
Dakota Wealth Management
Florida
$3.96M +$3.45M +132,367 +710%
W
341
WealthCollab
Washington
$3.96M -$34.3K -1,316 -0.9%
EWA
342
EP Wealth Advisors
California
$3.94M +$3.91M +150,381 New
TIM
343
Tortoise Investment Management
New York
$3.93M -$121K -4,630 -3%
ACA
344
Atlas Capital Advisors
Wyoming
$3.84M +$3.81M +146,333 New
ISWM
345
Independent Solutions Wealth Management
New York
$3.8M -$89.7K -3,444 -2%
Renaissance Technologies
346
Renaissance Technologies
New York
$3.77M +$3.48M +133,800 +1,352%
TWM
347
Thrive Wealth Management
Pennsylvania
$3.76M +$416K +15,977 +13%
LRPA
348
L. Roy Papp & Associates
Arizona
$3.73M -$59K -2,265 -2%
GPFA
349
Game Plan Financial Advisors
Ohio
$3.71M -$34.1K -1,311 -0.9%
Pathstone Holdings
350
Pathstone Holdings
New Jersey
$3.68M +$22.4K +862 +0.6%