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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMC
76
Regis Management Company
California
$7.27M +$308K +26,706 +5%
MWM
77
Meridian Wealth Management
Kentucky
$6.81M -$236K -20,490 -3%
OA
78
Opes Advisors
California
$6.72M +$382K +33,126 +6%
SCA
79
Strategic Capital Advisers
Colorado
$6.68M -$4.84K -420 -0.1%
TPW
80
Tiller Private Wealth
Pennsylvania
$6.52M -$2.56K -222 -0%
TFF
81
The Family Firm
Maryland
$6.46M +$1.18K +102 +0%
GA
82
Gateway Advisory
New Jersey
$6.38M -$251K -21,804 -4%
PP
83
PrairieView Partners
Minnesota
$6.31M -$280K -24,258 -4%
SAMC
84
Spectrum Asset Management (California)
California
$6.3M -$253K -21,912 -4%
AWA
85
Alaska Wealth Advisors
Alaska
$6.11M +$270K +23,430 +5%
AWMG
86
Alliance Wealth Management Group
New Jersey
$5.93M +$937K +81,258 +19%
TCM
87
Towercrest Capital Management
Pennsylvania
$5.93M +$937K +81,258 +19%
Citadel Advisors
88
Citadel Advisors
Florida
$5.89M +$4.2M +364,326 +265%
DBRC
89
D.B. Root & Company
Pennsylvania
$5.66M +$1.26M +109,056 +29%
AF
90
Advisornet Financial
Minnesota
$5.61M -$206K -17,898 -4%
SFM
91
Signature Financial Management
Virginia
$5.52M -$420K -36,408 -7%
ACM
92
AlphaStar Capital Management
North Carolina
$5.49M +$494K +42,864 +10%
FA
93
Fagan Associates
New York
$5.47M +$198K +17,196 +4%
RC
94
Roundview Capital
New Jersey
$5.37M +$464K +40,266 +10%
SC
95
Savant Capital
Illinois
$5.35M +$2K +174 +0%
SFSG
96
Stearns Financial Services Group
North Carolina
$5.31M -$113K -9,780 -2%
PWSG
97
Pacific Wealth Strategies Group
California
$5.31M +$327K +28,404 +7%
SP
98
Successful Portfolios
Florida
$5.08M +$37K +3,210 +0.7%
IWMA
99
Ironwood Wealth Management (Arizona)
Arizona
$5.06M +$56.4K +4,890 +1%
LCC
100
Lincoln Capital Corp
Rhode Island
$4.92M +$145K +12,594 +3%