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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
401
Red Tortoise LLC
Georgia
$2.62M +$2.92K +118 +0.1%
VAF
402
Values Added Financial
District of Columbia
$2.62M -$5.05K -204 -0.2%
NFW
403
Noble Family Wealth
Florida
$2.62M +$679K +27,421 +37%
FG
404
Foster Group
Iowa
$2.61M +$22.1K +893 +0.9%
MWM
405
Modera Wealth Management
New Jersey
$2.6M -$305K -12,336 -11%
AWM
406
Angeles Wealth Management
California
$2.58M
GM
407
GeoWealth Management
Illinois
$2.57M +$9.6K +388 +0.4%
SWM
408
Segment Wealth Management
Texas
$2.57M -$15.2K -613 -0.6%
NRI
409
NFP Retirement Inc
California
$2.57M -$113K -4,582 -4%
OC
410
Optima Capital
Oregon
$2.55M +$135K +5,451 +6%
MG
411
Mather Group
Illinois
$2.51M -$81.4K -3,288 -3%
GWWM
412
Great Waters Wealth Management
Minnesota
$2.5M -$36.6K -1,477 -1%
CAG
413
Csenge Advisory Group
Florida
$2.5M -$665K -26,867 -22%
BFPW
414
BOK Financial Private Wealth
Colorado
$2.48M -$5.07K -205 -0.2%
EL
415
Essex LLC
Illinois
$2.46M -$30.3K -1,224 -1%
MAV
416
Mason & Associates (Virginia)
Virginia
$2.46M
AMG
417
Asset Management Group
Connecticut
$2.45M +$6.76K +273 +0.3%
PWMG
418
Prestige Wealth Management Group
New Jersey
$2.45M -$1.01K -41 -0%
RI
419
Ridgewood Investments
New Jersey
$2.44M +$515K +20,821 +28%
CI
420
CX Institutional
Indiana
$2.43M +$121K +4,892 +5%
EPM
421
Elm Partners Management
Pennsylvania
$2.43M +$121K +4,887 +5%
RWA
422
Redhawk Wealth Advisors
Minnesota
$2.43M -$34.4K -1,388 -1%
OCM
423
Osterweis Capital Management
California
$2.42M
IA
424
Integrity Alliance
Iowa
$2.41M -$41.4K -1,673 -2%
KeyBank National Association
425
KeyBank National Association
Ohio
$2.38M -$90K -3,635 -4%