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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRS
51
Pinkerton Retirement Specialists
Idaho
$27.9M +$160K +8,994 +0.6%
Truist Financial
52
Truist Financial
North Carolina
$27.4M +$1.12M +62,844 +4%
AI
53
Accredited Investors
Minnesota
$26.4M -$549K -30,858 -2%
JIP
54
Jaffetilchin Investment Partners
Florida
$25.8M -$14.1M -790,332 -35%
WWM
55
WT Wealth Management
Arizona
$25.2M +$1.49M +83,544 +6%
WA
56
WBH Advisory
Maryland
$25.1M -$81.7K -4,596 -0.3%
LPT
57
Legacy Private Trust
Wisconsin
$24.1M +$60.4K +3,396 +0.2%
BHB
58
Bank Hapoalim BM
Israel
$23.4M +$24M +1,350,000 New
LFS
59
Legacy Financial Strategies
Kansas
$23.3M +$678K +38,106 +3%
BC
60
Bartlett & Co
Ohio
$23.2M -$331K -18,612 -1%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$23.2M -$331K -18,612 -1%
CG
62
Caprock Group
Idaho
$23M +$1.19M +66,756 +5%
Morgan Stanley
63
Morgan Stanley
New York
$22.8M +$746K +41,928 +3%
UBS Group
64
UBS Group
Switzerland
$22.8M -$2.47M -138,810 -10%
TI
65
Truepoint Inc
Ohio
$22.2M -$569K -31,974 -2%
CCA
66
Cobblestone Capital Advisors
New York
$22.1M -$648K -36,438 -3%
RBC
67
Roble Belko & Company
Pennsylvania
$22.1M -$969K -54,498 -4%
EE
68
EWG Elevate
California
$21.9M +$627K +35,232 +3%
ECM
69
Elgethun Capital Management
South Dakota
$20.9M -$899K -50,520 -4%
Wells Fargo
70
Wells Fargo
California
$20.6M +$548K +30,804 +3%
SFP
71
Strategic Financial Planning
Texas
$20.3M -$425K -23,904 -2%
SFG
72
Sunburst Financial Group
Alabama
$20.2M +$836K +47,016 +4%
GB
73
Goepper Burkhardt
South Carolina
$20.1M -$54.1K -3,042 -0.3%
CHJWM
74
Carlton Hofferkamp & Jenks Wealth Management
Texas
$19.5M -$170K -9,558 -0.9%
DW
75
Domani Wealth
Pennsylvania
$19.4M -$901K -50,646 -4%