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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$1.69M -$21K -799 -1%
S
527
Sunpointe
Missouri
$1.68M +$903K +34,398 +105%
WWC
528
Waypoint Wealth Counsel
Georgia
$1.68M -$953K -36,323 -35%
SAM
529
S.A. Mason
Michigan
$1.68M -$7.48K -285 -0.4%
FWA
530
FSM Wealth Advisors
Ohio
$1.68M +$1.84K +70 +0.1%
MTIC
531
Missouri Trust & Investment Company
Missouri
$1.65M +$43.4K +1,655 +3%
CA
532
CGN Advisors
Kansas
$1.64M -$48.2K -1,837 -3%
VAS
533
Vestmark Advisory Solutions
Massachusetts
$1.62M +$1.42M +54,265 +530%
MOS
534
MGO One Seven
Ohio
$1.61M -$29.1K -1,108 -2%
BWM
535
Blossom Wealth Management
California
$1.61M +$62.2K +2,371 +4%
PTC
536
Private Trust Company
Ohio
$1.59M +$62K +2,361 +4%
BWP
537
BSW Wealth Partners
Colorado
$1.59M -$2.54K -97 -0.2%
APG
538
Abacus Planning Group
South Carolina
$1.59M -$579K -22,079 -26%
SPIA
539
Steward Partners Investment Advisory
New York
$1.58M -$127K -4,821 -7%
RWM
540
RKL Wealth Management
Pennsylvania
$1.58M -$76.9K -2,931 -4%
ASN
541
Advisory Services Network
Georgia
$1.57M +$45.3K +1,727 +3%
LA
542
LexAurum Advisors
Kansas
$1.57M +$1.64M +62,541 New
EF
543
Envision Financial
Wisconsin
$1.56M +$306K +11,647 +23%
LWM
544
Lionshead Wealth Management
New York
$1.55M +$394K +15,000 +32%
CPA
545
Capital Performance Advisors
California
$1.54M -$152K -5,780 -9%
LSPW
546
Lake Street Private Wealth
Illinois
$1.54M
RW
547
REDW Wealth
New Mexico
$1.53M -$3.2K -122 -0.2%
SAM
548
Smartleaf Asset Management
Massachusetts
$1.53M +$275K +10,499 +20%
HIP
549
HUB Investment Partners
Texas
$1.5M -$76.5K -2,917 -5%
HF
550
HRT Financial
New York
$1.48M +$1.55M +59,137 New