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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
76
Juncture Wealth Strategies
Arizona
$35.5M -$1.14M -40,635 -3%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$35.1M +$4.02M +143,457 +13%
JBI
78
John Boyer Inc
Florida
$34.6M +$1.33M +47,450 +4%
SFC
79
SYM Financial Corp
Indiana
$34.4M -$125K -4,450 -0.4%
MAG
80
Members Advisory Group
New York
$34.2M -$11.3M -403,482 -25%
HI
81
Harbour Investments
Wisconsin
$33.7M +$1.27M +45,188 +4%
PAM
82
Pegasus Asset Management
New York
$33.6M +$32.8K +1,173 +0.1%
Raymond James Financial
83
Raymond James Financial
Florida
$33.6M +$1.62M +57,936 +5%
WWM
84
WT Wealth Management
Arizona
$33.6M -$337K -12,046 -1%
GB
85
Goepper Burkhardt
South Carolina
$33.6M +$631K +22,545 +2%
GA
86
GSG Advisors
New Jersey
$32.1M +$362K +12,937 +1%
GAM
87
Gemmer Asset Management
California
$32M -$376K -13,414 -1%
JP Morgan Chase
88
JP Morgan Chase
New York
$31.8M -$2.47M -88,063 -7%
CPIG
89
Chicago Partners Investment Group
Illinois
$31.7M +$3.92M +139,915 +14%
Corient Private Wealth
90
Corient Private Wealth
Florida
$31.3M +$5.92M +211,293 +24%
RSWA
91
Robinson Smith Wealth Advisors
Maine
$31.1M -$220K -7,847 -0.7%
TI
92
Truepoint Inc
Ohio
$31M -$781K -27,889 -3%
RPGK
93
Retirement Planning Group (Kansas)
Kansas
$30.9M -$508K -18,159 -2%
HW
94
HORAN Wealth
Ohio
$30.6M +$127K +4,524 +0.4%
GCA
95
Genesee Capital Advisors
New York
$30.5M -$16.1M -576,665 -35%
SA
96
Strategic Advisors
New York
$29.6M -$2.42M -86,328 -8%
DW
97
Dodds Wealth
Colorado
$29.6M +$354K +12,660 +1%
PIMG
98
Patriot Investment Management Group
Tennessee
$29.1M -$500K -17,868 -2%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$28.1M +$2.86M +102,134 +12%
WC
100
Wynn Capital
Georgia
$27.9M +$847K +30,266 +3%