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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
Sigma Investment Counselors
Michigan
$2.55M +$65.7K +3,243 +3%
SIC
352
Salem Investment Counselors
North Carolina
$2.55M -$98.2K -4,845 -4%
TC
353
TAP Consulting
Missouri
$2.53M +$95.6K +4,719 +4%
FWP
354
FAS Wealth Partners
Kansas
$2.51M +$5.59K +276 +0.2%
EWP
355
Elevation Wealth Partners
California
$2.5M -$380K -18,777 -14%
DCM
356
Donaldson Capital Management
Indiana
$2.5M +$164K +8,115 +7%
FC
357
Financial Consulate
Maryland
$2.5M -$161K -7,950 -6%
SMC
358
Smith, Moore & Co
Missouri
$2.49M -$19.1K -945 -0.8%
EFP
359
Elser Financial Planning
Indiana
$2.47M +$2.38M +117,681 New
CAM
360
Carret Asset Management
New York
$2.43M +$23.6K +1,164 +1%
RTL
361
Red Tortoise LLC
Georgia
$2.42M -$117K -5,796 -5%
MAV
362
Mason & Associates (Virginia)
Virginia
$2.4M +$2.32M +114,675 New
NRI
363
NFP Retirement Inc
California
$2.38M +$31.7K +1,563 +1%
RWP
364
RWA Wealth Partners
Massachusetts
$2.35M -$103K -5,100 -4%
FG
365
Fiduciary Group
Georgia
$2.32M -$24.6K -1,215 -1%
LCC
366
Lincoln Capital Corp
Rhode Island
$2.31M +$13.3K +654 +0.6%
LSAG
367
Lake Street Advisors Group
New Hampshire
$2.31M
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$2.31M +$969K +47,808 +77%
GWWM
369
Great Waters Wealth Management
Minnesota
$2.3M -$67.4K -3,327 -3%
TIAA Trust, National Association
370
TIAA Trust, National Association
North Carolina
$2.29M +$105K +5,184 +5%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$2.28M +$1.09K +54 +0.1%
VAF
372
Values Added Financial
District of Columbia
$2.28M -$5.17K -255 -0.2%
AIM
373
AMI Investment Management
Indiana
$2.26M -$54.6K -2,694 -2%
WPA
374
West Paces Advisors
Georgia
$2.26M -$45.6K -2,250 -2%
BIA
375
Bigelow Investment Advisors
Maine
$2.25M -$3.1K -153 -0.1%