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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
376
Planned Solutions
California
$2.81M -$19K -862 -0.7%
DFA
377
DHJJ Financial Advisors
Illinois
$2.81M -$153K -6,943 -6%
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$2.81M -$418K -18,996 -14%
EWP
379
Elevation Wealth Partners
California
$2.81M -$3.85K -175 -0.1%
FC
380
Financial Consulate
Maryland
$2.8M -$100K -4,561 -4%
BCI
381
Brinker Capital Investments
Pennsylvania
$2.79M +$278K +12,604 +12%
TSWM
382
Triangle Securities Wealth Management
North Carolina
$2.78M +$305K +13,852 +13%
MAG
383
Mayfair Advisory Group
Alabama
$2.78M +$136K +6,166 +6%
CPA
384
Cathy Pareto & Associates
Florida
$2.77M +$206K +9,351 +9%
SA
385
Skyline Advisors
Washington
$2.76M +$342K +15,515 +15%
CFG
386
Chapman Financial Group
Hawaii
$2.76M +$2.56M +115,995 New
US Bancorp
387
US Bancorp
Minnesota
$2.75M +$1.03M +46,678 +68%
LCC
388
Lincoln Capital Corp
Rhode Island
$2.72M +$6.17K +280 +0.2%
MWM
389
Modera Wealth Management
New Jersey
$2.71M +$393K +17,848 +19%
AWM
390
Adams Wealth Management
Utah
$2.7M +$523K +23,754 +26%
CI
391
CacheTech Inc
Utah
$2.7M +$523K +23,754 +26%
GFA
392
Gallagher Fiduciary Advisors
Illinois
$2.66M -$57.1M -2,591,687 -96%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$2.61M -$55.6K -2,523 -2%
AFP
394
Ausdal Financial Partners
Iowa
$2.61M +$51.8K +2,352 +2%
LNWWM
395
Laird Norton Wetherby Wealth Management
California
$2.6M +$2.41M +109,244 New
SIC
396
Salem Investment Counselors
North Carolina
$2.6M -$40.1K -1,820 -2%
BCM
397
Boltwood Capital Management
California
$2.6M +$59.6K +2,705 +3%
TIAA Trust, National Association
398
TIAA Trust, National Association
North Carolina
$2.59M -$51.8K -2,352 -2%
EFP
399
Elser Financial Planning
Indiana
$2.58M +$81.5K +3,698 +4%
PNC Financial Services Group
400
PNC Financial Services Group
Pennsylvania
$2.57M -$156K -7,060 -6%