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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$3.33M +$284K +11,456 +10%
ADL
352
Asset Dedication LLC
California
$3.31M -$166K -6,691 -5%
CL
353
Choreo LLC
Illinois
$3.31M -$7.62K -308 -0.2%
IF
354
Intrua Financial
Texas
$3.3M -$75.3K -3,042 -2%
AI
355
Axos Invest
Nevada
$3.28M -$788K -31,851 -20%
CMBA
356
C.M. Bidwell & Associates
Hawaii
$3.28M +$223 +9 +0%
SMC
357
Smith, Moore & Co
Missouri
$3.27M +$22.8K +923 +0.7%
TWM
358
Thrive Wealth Management
Pennsylvania
$3.27M +$148K +5,985 +5%
WMWM
359
Wilkins Miller Wealth Management
Alabama
$3.25M +$59.5K +2,403 +2%
RFA
360
RTD Financial Advisors
Pennsylvania
$3.24M -$247K -9,969 -7%
FD
361
Financial Designs
California
$3.23M -$213K -8,600 -7%
FWP
362
FAS Wealth Partners
Kansas
$3.2M +$60.1K +2,429 +2%
WPA
363
West Paces Advisors
Georgia
$3.16M -$76.2K -3,080 -2%
DFA
364
DHJJ Financial Advisors
Illinois
$3.16M +$124K +4,995 +4%
TWG
365
The Wealth Group
Minnesota
$3.11M -$421K -16,992 -12%
TWM
366
Topsail Wealth Management
North Carolina
$3.1M +$4.28K +173 +0.1%
FC
367
Financial Consulate
Maryland
$3.09M +$71.2K +2,876 +2%
RWM
368
Rialto Wealth Management
New York
$3.08M -$38.7K -1,563 -1%
PS
369
Planned Solutions
California
$3.07M +$38.2K +1,542 +1%
SAG
370
SageView Advisory Group
California
$3.07M -$197K -7,966 -6%
EWP
371
Elevation Wealth Partners
California
$3.03M +$173 +7 +0%
TSWM
372
Triangle Securities Wealth Management
North Carolina
$3.01M +$10.7K +431 +0.4%
MWM
373
Mission Wealth Management
California
$2.99M +$1.77M +71,542 +159%
CTWM
374
Cherry Tree Wealth Management
Minnesota
$2.99M -$132K -5,313 -4%
SA
375
Skyline Advisors
Washington
$2.98M +$1.34K +54 +0%