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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$6.04M -$115K -10,980 -2%
SAMC
77
Spectrum Asset Management (California)
California
$5.94M +$65.1K +6,210 +1%
PP
78
PrairieView Partners
Minnesota
$5.85M +$5.7M +543,756 New
SBL
79
Sargent Bickham Lagudis
Colorado
$5.77M -$183K -17,418 -3%
SFSG
80
Stearns Financial Services Group
North Carolina
$5.57M -$397K -37,824 -7%
FI
81
FormulaFolio Investments
Michigan
$5.55M -$239K -22,794 -4%
AWA
82
Alaska Wealth Advisors
Alaska
$5.45M +$5.32M +507,204 New
HCM
83
Hengehold Capital Management
Ohio
$5.29M -$30.2K -2,880 -0.6%
PFM
84
Peak Financial Management
Massachusetts
$5.07M +$279K +26,646 +6%
LCC
85
Lincoln Capital Corp
Rhode Island
$5.05M -$263K -25,068 -5%
IA
86
IndexIQ Advisors
New York
$5.03M -$220K -21,024 -4%
OA
87
Opes Advisors
California
$5.02M +$116K +11,058 +2%
TPW
88
Tiller Private Wealth
Pennsylvania
$4.98M -$126K -12,060 -3%
TP
89
Truvvo Partners
New York
$4.95M
WKWM
90
Walter & Keenan Wealth Management
Indiana
$4.84M +$14.5K +1,386 +0.3%
SC
91
Savant Capital
Illinois
$4.6M +$174K +16,602 +4%
ACM
92
AlphaStar Capital Management
North Carolina
$4.37M +$2.22M +211,290 +108%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$4.26M +$4.15M +396,138 New
RC
94
Roundview Capital
New Jersey
$4.23M +$227K +21,648 +6%
AOWM
95
Alpha Omega Wealth Management
Virginia
$4.22M +$14.2K +1,356 +0.3%
PPA
96
Parametric Portfolio Associates
Washington
$4.13M +$4.02M +383,556 New
SP
97
Successful Portfolios
Florida
$4.09M +$3.99M +380,202 New
WC
98
Westwind Capital
New Mexico
$4.03M +$3.93M +375,000 New
AWMG
99
Alliance Wealth Management Group
New Jersey
$3.96M -$3.11M -297,024 -45%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$3.93M +$528K +50,394 +16%