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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$2.23M +$805K +92,688 +57%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.21M +$79.2K +9,126 +4%
JFG
78
JMG Financial Group
Illinois
$2.19M +$194K +22,302 +10%
FG
79
Fiduciary Group
Georgia
$2.16M +$376K +43,332 +21%
MWM
80
MinichMacGregor Wealth Management
New York
$2.15M +$47.9K +5,514 +2%
SAM
81
Sawgrass Asset Management
Florida
$2.14M +$35.2K +4,050 +2%
AA
82
Apriem Advisors
California
$2.11M +$2.71K +312 +0.1%
DWM
83
Destination Wealth Management
California
$2.11M -$1.17M -134,676 -36%
BCM
84
Boltwood Capital Management
California
$2.07M +$770K +88,692 +60%
EVM
85
Eaton Vance Management
Massachusetts
$2.06M -$33.8K -3,894 -2%
AG
86
Advisor Group
Arizona
$2.01M +$1.11M +127,350 +124%
MIAN
87
Mariner Independent Advisor Network
Kansas
$1.91M -$566K -65,142 -23%
CC
88
Callan Capital
California
$1.87M -$23K -2,652 -1%
BL
89
BCWM LLC
Kansas
$1.86M -$22.5K -2,592 -1%
BAS
90
Brown Advisory Securities
Maryland
$1.75M
Creative Planning
91
Creative Planning
Kansas
$1.74M +$1.37M +157,800 +382%
GAM
92
Garrison Asset Management
Arkansas
$1.74M +$52 +6 +0%
KIA
93
KCM Investment Advisors
California
$1.7M +$15.6K +1,794 +0.9%
KF
94
Krilogy Financial
Missouri
$1.66M +$258K +29,706 +18%
TFF
95
The Family Firm
Maryland
$1.65M +$250K +28,746 +18%
JWA
96
JFS Wealth Advisors
Pennsylvania
$1.44M -$119K -13,662 -8%
Millennium Management
97
Millennium Management
New York
$1.41M +$620K +71,460 +79%
PP
98
Pegasus Partners
Wisconsin
$1.39M
SMC
99
Smith, Moore & Co
Missouri
$1.36M -$23.1K -2,664 -2%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$1.35M +$115K +13,272 +9%