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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Caprock Group
Idaho
$14.7M -$170K -14,754 -1%
BCMO
77
Buckingham Capital Management (Ohio)
Ohio
$13.7M +$119K +10,362 +0.9%
SFP
78
Strategic Financial Planning
Texas
$13.2M -$912K -79,080 -7%
PAM
79
Pegasus Asset Management
New York
$12.8M -$176K -15,300 -1%
BJ
80
Brouwer & Janachowski
California
$12.3M -$458K -39,726 -4%
Morgan Stanley
81
Morgan Stanley
New York
$12.3M -$955K -82,806 -8%
BIP
82
Blueprint Investment Partners
North Carolina
$12.3M +$7.03M +609,504 +154%
SFG
83
Sunburst Financial Group
Alabama
$12.2M +$23.4K +2,034 +0.2%
TWM
84
Tanglewood Wealth Management
Texas
$12M -$2.02M -175,236 -15%
OIA
85
OneDigital Investment Advisors
Kansas
$11.5M -$764K -66,312 -7%
JIP
86
Jaffetilchin Investment Partners
Florida
$10.9M -$151K -13,116 -1%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$4.43M -384,084 -32%
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$10.7M -$172K -14,904 -2%
TW
89
TrinityPoint Wealth
Connecticut
$10.7M -$75.5K -6,546 -0.7%
PP
90
PrairieView Partners
Minnesota
$10.7M -$861K -74,694 -8%
AF
91
Advisornet Financial
Minnesota
$10.5M +$987K +85,578 +11%
KM
92
Kalos Management
Georgia
$10.1M +$2.44M +211,452 +39%
UWM
93
USAdvisors Wealth Management
Minnesota
$10M -$536K -46,500 -5%
Citadel Advisors
94
Citadel Advisors
Florida
$9.92M +$9.34M +809,844 New
WI
95
WBI Investments
New Jersey
$9.89M +$9.31M +807,834 New
RIM
96
Rockbridge Investment Management
New York
$9.73M +$9.16M +794,364 New
GFS
97
GYL Financial Synergies
Connecticut
$9.68M -$28.9K -2,508 -0.3%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$9.15M +$7.38M +640,206 +597%
PA
99
Planning Alternatives
Michigan
$8.95M -$5.46M -473,568 -39%
MWP
100
Meridian Wealth Partners
Pennsylvania
$8.93M -$632K -54,798 -7%