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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$13.4M -$3.58M -272,604 -21%
BJ
77
Brouwer & Janachowski
California
$12.9M -$418K -31,794 -3%
JIP
78
Jaffetilchin Investment Partners
Florida
$12.7M +$855K +65,004 +7%
TWM
79
Tanglewood Wealth Management
Texas
$12.7M -$333K -25,332 -3%
AF
80
Advisornet Financial
Minnesota
$11.5M +$42.3K +3,216 +0.4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$11.5M -$211K -16,050 -2%
PP
82
PrairieView Partners
Minnesota
$11.4M -$125K -9,528 -1%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$11.4M -$276K -20,982 -2%
GFS
84
GYL Financial Synergies
Connecticut
$10.5M +$50.9K +3,870 +0.5%
IDA
85
Intelligence Driven Advisers
California
$10.5M -$13.5M -1,028,670 -57%
TW
86
TrinityPoint Wealth
Connecticut
$10.4M -$1.22M -93,102 -11%
RIM
87
Rockbridge Investment Management
New York
$9.87M -$671K -51,030 -6%
MWP
88
Meridian Wealth Partners
Pennsylvania
$9.67M -$12.2K -924 -0.1%
GCA
89
Genesee Capital Advisors
New York
$9.18M +$1.24M +94,146 +16%
OIA
90
OneDigital Investment Advisors
Kansas
$9.11M -$3.34M -253,986 -27%
SCM
91
Spreng Capital Management
Ohio
$8.57M -$102K -7,794 -1%
DLCIG
92
D.L. Carlson Investment Group
New Hampshire
$8.45M +$1.52M +115,602 +22%
RC
93
Roundview Capital
New Jersey
$8.43M +$249K +18,930 +3%
DBRC
94
D.B. Root & Company
Pennsylvania
$8.35M -$98.3K -7,476 -1%
OWM
95
Opes Wealth Management
California
$8.34M +$611K +46,470 +8%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$8.3M -$1.06M -80,286 -11%
BFPW
97
BOK Financial Private Wealth
Colorado
$8.24M -$1.35M -102,996 -14%
SWM
98
SigFig Wealth Management
California
$8.13M +$697K +53,040 +9%
RMC
99
Regis Management Company
California
$8.05M +$191K +14,550 +2%
IAS
100
IMA Advisory Services
Colorado
$8M -$12.8K -972 -0.2%