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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
376
Ausdal Financial Partners
Iowa
$2.18M +$21.6K +1,116 +1%
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$2.17M +$176K +9,081 +9%
OIM
378
Opus Investment Management
Massachusetts
$2.15M
SW
379
SVB Wealth
Massachusetts
$2.11M +$36.9K +1,908 +2%
TIAA Trust, National Association
380
TIAA Trust, National Association
North Carolina
$2.11M -$9.87K -510 -0.5%
TSWM
381
Triangle Securities Wealth Management
North Carolina
$2.11M -$61.2K -3,165 -3%
AWM
382
Adams Wealth Management
Utah
$2.09M +$230K +11,907 +13%
PA
383
Pinnacle Associates
New York
$2.08M -$5.05K -261 -0.3%
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$2.07M +$132K +6,819 +7%
WWC
385
Waypoint Wealth Counsel
Georgia
$2.07M +$1.33K +69 +0.1%
EL
386
Essex LLC
Illinois
$2.06M -$93.8K -4,848 -5%
SA
387
Skyline Advisors
Washington
$2.04M +$174 +9 +0%
EWM
388
Empirical Wealth Management
Washington
$2.03M -$140K -7,233 -7%
SWM
389
Segment Wealth Management
Texas
$2.03M +$33.5K +1,731 +2%
YIA
390
YHB Investment Advisors
Connecticut
$2.02M -$41.6K -2,151 -2%
FG
391
Foster Group
Iowa
$2M +$213K +11,010 +13%
AA
392
Advisory Alpha
Michigan
$1.98M +$31.7K +1,638 +2%
CL
393
Choreo LLC
Illinois
$1.98M +$389K +20,082 +26%
AMG
394
Asset Management Group
Connecticut
$1.96M +$5.63K +291 +0.3%
MWM
395
Modera Wealth Management
New Jersey
$1.93M -$162K -8,388 -8%
VCAM
396
Van Cleef Asset Management
Ohio
$1.93M
PS
397
Planned Solutions
California
$1.91M +$57.3K +2,961 +3%
PFA
398
Pure Financial Advisors
California
$1.87M -$12.2K -633 -0.7%
TIA
399
Traphagen Investment Advisors
New Jersey
$1.86M +$101K +5,217 +6%
MOS
400
MGO One Seven
Ohio
$1.86M +$1.27M +65,475 +252%