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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Planning Alternatives
Michigan
$12.1M -$2.79M -230,310 -16%
PRS
77
Pinkerton Retirement Specialists
Idaho
$11.7M -$14.8M -1,219,368 -51%
SFP
78
Strategic Financial Planning
Texas
$11.7M -$2.37M -196,026 -14%
TWM
79
Tanglewood Wealth Management
Texas
$11.6M -$10.9M -899,586 -44%
BCMO
80
Buckingham Capital Management (Ohio)
Ohio
$11.2M -$3.08M -254,346 -19%
Morgan Stanley
81
Morgan Stanley
New York
$11M -$7.85M -648,582 -37%
PAM
82
Pegasus Asset Management
New York
$10.7M +$343K +28,374 +3%
BJ
83
Brouwer & Janachowski
California
$10.5M -$377K -31,158 -3%
OIA
84
OneDigital Investment Advisors
Kansas
$10.1M +$1.21M +99,876 +11%
SFG
85
Sunburst Financial Group
Alabama
$9.98M +$482K +39,852 +4%
WPW
86
Waldron Private Wealth
Pennsylvania
$9.69M -$2.6M -214,758 -18%
PP
87
PrairieView Partners
Minnesota
$9.52M +$3.48M +287,352 +44%
JIP
88
Jaffetilchin Investment Partners
Florida
$9.12M +$10.4M +855,966 +1,732%
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$8.98M -$852K -70,386 -7%
TW
90
TrinityPoint Wealth
Connecticut
$8.87M +$21.3K +1,764 +0.2%
UWM
91
USAdvisors Wealth Management
Minnesota
$8.7M -$672K -55,494 -6%
MML Investors Services
92
MML Investors Services
Massachusetts
$8.61M +$1.8M +148,914 +21%
BFPW
93
BOK Financial Private Wealth
Colorado
$8.54M +$388K +32,028 +4%
GFS
94
GYL Financial Synergies
Connecticut
$7.99M -$141K -11,688 -1%
IAS
95
IMA Advisory Services
Colorado
$7.95M -$81K -6,690 -0.8%
MWP
96
Meridian Wealth Partners
Pennsylvania
$7.9M -$507K -41,910 -5%
LPT
97
Legacy Private Trust
Wisconsin
$7.88M +$9.47M +782,646 New
AF
98
Advisornet Financial
Minnesota
$7.8M +$2.73M +225,468 +41%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$7.3M -$5.98M -494,322 -41%
IA
100
IFP Advisors
Florida
$7.27M -$138K -11,394 -2%