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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRS
51
Pinkerton Retirement Specialists
Idaho
$15.9M +$1.97M +181,890 +13%
GAM
52
Gemmer Asset Management
California
$15.5M +$7.64M +706,602 +84%
BFPW
53
BOK Financial Private Wealth
Colorado
$15.1M +$16.3M +1,509,024 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$14.6M +$599K +55,422 +4%
RBC
55
Roble Belko & Company
Pennsylvania
$14.6M +$2.51M +231,750 +19%
Goldman Sachs
56
Goldman Sachs
New York
$14.3M +$15.4M +1,427,160 New
K
57
Kemper
Illinois
$14.2M
AEPG
58
American Economic Planning Group
New Jersey
$14.2M +$15.4M +1,422,234 New
AI
59
Atria Investments
North Carolina
$13.8M +$13M +1,204,020 +668%
CAI
60
Capital Advisors Inc
Oklahoma
$13.7M -$37.4M -3,462,378 -72%
LFS
61
Legacy Financial Strategies
Kansas
$13.6M +$3.98M +368,382 +37%
BCWM
62
Bartlett & Co Wealth Management
Ohio
$13.6M +$2.03M +187,320 +16%
BC
63
Bartlett & Co
Ohio
$13.6M +$2.03M +187,320 +16%
CHJWM
64
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.5M +$854K +78,954 +6%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$13.4M +$14.5M +1,338,060 New
DW
66
Domani Wealth
Pennsylvania
$13M -$4.64M -428,808 -25%
BAM
67
Berkshire Asset Management
Pennsylvania
$12.8M +$13.5M +1,247,544 +3,318%
AIP
68
Almanack Investment Partners
Pennsylvania
$12.2M -$9.47M -875,934 -42%
OIWM
69
OptiFour Integrated Wealth Management
Virginia
$12.2M -$228K -21,048 -2%
BCMO
70
Buckingham Capital Management (Ohio)
Ohio
$12.1M +$663K +61,350 +5%
BJ
71
Brouwer & Janachowski
California
$11.6M -$112K -10,326 -0.9%
WAM
72
Watermark Asset Management
California
$11.5M -$169K -15,624 -1%
GAM
73
Garrison Asset Management
Arkansas
$11.4M +$10.4M +962,052 +527%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$10.8M -$1.49M -137,532 -11%
FC
75
Financial Consulate
Maryland
$10.6M -$4.8K -444 -0%