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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
351
SageView Advisory Group
California
$3.13M -$250K -11,341 -8%
S
352
Sachetta
Massachusetts
$3.1M -$13.3K -603 -0.5%
GRP
353
Global Retirement Partners
California
$3.09M +$2.86M +129,657 New
BWM
354
BCS Wealth Management
Tennessee
$3.08M -$7.75K -352 -0.3%
CL
355
Choreo LLC
Illinois
$3.07M +$1.33M +60,210 +88%
CIG
356
CHB Investment Group
Pennsylvania
$3.07M -$1.98K -90 -0.1%
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$3.06M +$196K +8,897 +7%
CAM
358
Carret Asset Management
New York
$3.05M -$51.9K -2,354 -2%
CMBA
359
C.M. Bidwell & Associates
Hawaii
$3.04M -$20.1K -913 -0.7%
SMC
360
Smith, Moore & Co
Missouri
$3.01M +$266K +12,066 +11%
SCM
361
SOL Capital Management
Maryland
$3.01M +$577K +26,178 +26%
WPA
362
West Paces Advisors
Georgia
$3.01M +$434K +19,725 +19%
WMWM
363
Wilkins Miller Wealth Management
Alabama
$2.95M +$173K +7,849 +7%
FWP
364
FAS Wealth Partners
Kansas
$2.9M +$71.8K +3,258 +3%
IWMA
365
Ironwood Wealth Management (Arizona)
Arizona
$2.9M -$966K -43,857 -27%
CTWM
366
Cherry Tree Wealth Management
Minnesota
$2.9M +$17.2K +782 +0.6%
RWM
367
Rialto Wealth Management
New York
$2.89M -$44.4K -2,015 -2%
TWM
368
Thrive Wealth Management
Pennsylvania
$2.89M +$396K +17,990 +17%
IC
369
IEQ Capital
California
$2.88M +$164K +7,442 +7%
TWM
370
Topsail Wealth Management
North Carolina
$2.87M -$627K -28,451 -19%
ZIC
371
ZWJ Investment Counsel
Georgia
$2.86M -$101K -4,585 -4%
EWM
372
Empirical Wealth Management
Washington
$2.86M -$23.8K -1,082 -0.9%
SC
373
SouthState Corp
Florida
$2.86M +$1.1K +50 +0%
CAG
374
Csenge Advisory Group
Florida
$2.82M -$328K -14,905 -11%
PS
375
Planned Solutions
California
$2.81M -$19K -862 -0.7%