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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
326
Naples Global Advisors
Florida
$4.04M +$9.34K +356 +0.2%
HCMT
327
Highland Capital Management (Tennessee)
Tennessee
$3.97M -$156K -5,937 -4%
PA
328
Planning Alternatives
Michigan
$3.97M -$30.1K -1,146 -0.7%
BFA
329
Blueprint Financial Advisors
North Carolina
$3.95M -$726K -27,684 -15%
PPF
330
Pacific Park Financial
California
$3.91M -$456K -17,393 -10%
AAG
331
Avalon Advisory Group
Pennsylvania
$3.89M -$70.5K -2,686 -2%
Pathstone Holdings
332
Pathstone Holdings
New Jersey
$3.88M +$380K +14,489 +10%
CFS
333
CRA Financial Services
New Jersey
$3.87M -$240K -9,128 -6%
MFG
334
Merit Financial Group
Georgia
$3.82M +$6.04K +230 +0.2%
CFG
335
Chapman Financial Group
Hawaii
$3.81M -$32.8K -1,250 -0.8%
W
336
WealthCollab
Washington
$3.8M +$7.74K +295 +0.2%
DWM
337
Dakota Wealth Management
Florida
$3.78M -$9.5K -362 -0.2%
SOAG
338
Silver Oak Advisory Group
Oregon
$3.77M -$75K -2,858 -2%
EWA
339
EP Wealth Advisors
California
$3.75M -$20.5K -781 -0.5%
TIM
340
Tortoise Investment Management
New York
$3.67M -$94.3K -3,595 -2%
ACA
341
Atlas Capital Advisors
Wyoming
$3.66M -$13.5K -515 -0.4%
MHR
342
Matthew Hamilton Rosenberg
$3.66M -$256K -9,756 -6%
ADL
343
Asset Dedication LLC
California
$3.6M +$473K +18,031 +14%
IC
344
IEQ Capital
California
$3.59M -$1.42M -54,096 -27%
ISWM
345
Independent Solutions Wealth Management
New York
$3.59M -$56.8K -2,165 -1%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$3.58M +$674K +25,705 +22%
TWM
347
TRB Wealth Management
Texas
$3.55M +$3.71M +141,500 New
GPFA
348
Game Plan Financial Advisors
Ohio
$3.55M +$2.52K +96 +0.1%
CAM
349
Carret Asset Management
New York
$3.55M +$150K +5,722 +4%
S
350
SignatureFD
Georgia
$3.51M -$489K -18,639 -12%