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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
351
Whitegate Investment Counselors
New Hampshire
$3.97M +$246K +8,805 +7%
Koshinski Asset Management
352
Koshinski Asset Management
Illinois
$3.97M -$16.8K -600 -0.4%
TCIIS
353
TIAA-CREF Individual & Institutional Services
New York
$3.95M +$491K +17,530 +15%
TWM
354
Thrive Wealth Management
Pennsylvania
$3.93M +$107K +3,807 +3%
SOAG
355
Silver Oak Advisory Group
Oregon
$3.9M -$436K -15,566 -10%
SMC
356
Smith, Moore & Co
Missouri
$3.9M -$59.7K -2,134 -2%
CA
357
Cambridge Advisors
Nebraska
$3.89M -$16.5K -589 -0.4%
PS
358
Planned Solutions
California
$3.83M +$113K +4,038 +3%
GRP
359
Global Retirement Partners
California
$3.81M +$3.69M +131,714 New
SCM
360
Spreng Capital Management
Ohio
$3.81M -$84.5K -3,017 -2%
SWM
361
Selby Wealth Management
California
$3.78M +$143K +5,095 +4%
LIWM
362
Long Island Wealth Management
New York
$3.77M +$4.12K +147 +0.1%
PPF
363
Pacific Park Financial
California
$3.75M -$735K -26,245 -17%
AIM
364
Archer Investment Management
Texas
$3.75M +$216K +7,725 +6%
CL
365
Choreo LLC
Illinois
$3.73M +$255K +9,096 +8%
CSI
366
Cross Staff Investments
New York
$3.73M +$115K +4,125 +3%
CTA
367
Chesley Taft & Associates
Illinois
$3.7M -$86K -3,072 -2%
IF
368
Intrua Financial
Texas
$3.69M +$57.9K +2,067 +2%
SIC
369
Salem Investment Counselors
North Carolina
$3.67M -$246K -8,802 -7%
CMBA
370
C.M. Bidwell & Associates
Hawaii
$3.66M -$14K -499 -0.4%
Bank of New York Mellon
371
Bank of New York Mellon
New York
$3.63M +$1.27M +45,267 +57%
SAG
372
SageView Advisory Group
California
$3.6M +$85.6K +3,059 +3%
TSWM
373
Triangle Securities Wealth Management
North Carolina
$3.59M +$102K +3,642 +3%
S
374
Sachetta
Massachusetts
$3.56M +$22.8K +816 +0.7%
BWM
375
BCS Wealth Management
Tennessee
$3.53M +$100K +3,587 +3%