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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
76
PrairieView Partners
Minnesota
$6.18M +$275K +25,158 +5%
SAMC
77
Spectrum Asset Management (California)
California
$6.15M +$39.6K +3,624 +0.7%
TPW
78
Tiller Private Wealth
Pennsylvania
$6.12M +$516K +47,238 +9%
TFF
79
The Family Firm
Maryland
$6.11M +$2.04M +186,174 +53%
OA
80
Opes Advisors
California
$5.93M +$571K +52,218 +11%
SFM
81
Signature Financial Management
Virginia
$5.57M -$154K -14,094 -3%
AWA
82
Alaska Wealth Advisors
Alaska
$5.47M +$185K +16,944 +4%
AF
83
Advisornet Financial
Minnesota
$5.46M +$1.22M +111,522 +29%
STMM
84
South Texas Money Management
Texas
$5.11M -$751K -68,724 -13%
SFSG
85
Stearns Financial Services Group
North Carolina
$5.09M -$203K -18,570 -4%
SC
86
Savant Capital
Illinois
$5.02M +$219K +20,058 +5%
WKWM
87
Walter & Keenan Wealth Management
Indiana
$4.97M
Creative Planning
88
Creative Planning
Kansas
$4.95M +$1.22M +111,930 +33%
FA
89
Fagan Associates
New York
$4.94M +$254K +23,250 +5%
SP
90
Successful Portfolios
Florida
$4.73M +$311K +28,440 +7%
IWMA
91
Ironwood Wealth Management (Arizona)
Arizona
$4.69M +$4.66M +426,198 New
ACM
92
AlphaStar Capital Management
North Carolina
$4.68M -$247K -22,548 -5%
AWMG
93
Alliance Wealth Management Group
New Jersey
$4.67M +$316K +28,920 +7%
TCM
94
Towercrest Capital Management
Pennsylvania
$4.67M +$4.64M +424,230 New
PWSG
95
Pacific Wealth Strategies Group
California
$4.66M +$517K +47,322 +13%
RC
96
Roundview Capital
New Jersey
$4.59M +$94.3K +8,622 +2%
LCC
97
Lincoln Capital Corp
Rhode Island
$4.47M -$835K -76,338 -16%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$4.28M +$298K +27,300 +8%
SWM
99
SeaCrest Wealth Management
New York
$4.21M -$18.6K -1,704 -0.4%
PS
100
Portfolio Solutions
Michigan
$4.18M -$4.16M -380,142 -50%