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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
76
Waldron Private Wealth
Pennsylvania
$15.1M -$15.8K -1,290 -0.1%
GAM
77
Garrison Asset Management
Arkansas
$14.2M -$330K -26,856 -2%
OIWM
78
OptiFour Integrated Wealth Management
Virginia
$13.8M -$844K -68,754 -6%
BJ
79
Brouwer & Janachowski
California
$13.8M -$240K -19,572 -2%
PAM
80
Pegasus Asset Management
New York
$13.3M +$80.2K +6,534 +0.6%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$12.3M +$582K +47,412 +5%
HSA
82
HBK Sorce Advisory
Pennsylvania
$12.2M +$484K +39,462 +4%
SFG
83
Sunburst Financial Group
Alabama
$12.2M +$11.7M +951,468 New
ECML
84
Eagle Capital Management (Louisiana)
Louisiana
$12.1M -$68.3K -5,568 -0.6%
BIP
85
Blueprint Investment Partners
North Carolina
$11.9M +$11.4M +928,668 New
UWM
86
USAdvisors Wealth Management
Minnesota
$11.8M -$20.7K -1,686 -0.2%
TC
87
Tatro Capital
Kentucky
$11.6M +$11.1M +906,780 New
OIA
88
OneDigital Investment Advisors
Kansas
$11.6M +$5.74M +467,808 +107%
TW
89
TrinityPoint Wealth
Connecticut
$11.3M -$21.1K -1,722 -0.2%
JWS
90
Juncture Wealth Strategies
Arizona
$11M -$70.8K -5,766 -0.7%
MWP
91
Meridian Wealth Partners
Pennsylvania
$10.6M +$10.1M +825,990 New
BFPW
92
BOK Financial Private Wealth
Colorado
$10.4M -$11.8M -963,624 -54%
EE
93
EWG Elevate
California
$10.4M +$9.98M +813,630 New
GFS
94
GYL Financial Synergies
Connecticut
$10.3M -$84.8K -6,912 -0.9%
IAS
95
IMA Advisory Services
Colorado
$10.2M -$112K -9,162 -1%
Creative Planning
96
Creative Planning
Kansas
$9.96M +$914K +74,508 +11%
MA
97
Modus Advisors
Minnesota
$9.82M +$9.4M +766,308 New
IDA
98
Intelligence Driven Advisers
California
$9.53M +$1.09M +88,572 +14%
SCM
99
Spreng Capital Management
Ohio
$9.46M +$9.06M +738,648 New
IA
100
IFP Advisors
Florida
$9.28M -$898K -73,194 -9%