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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sunburst Financial Group
Alabama
$15.6M +$25.2K +1,770 +0.2%
VNA
77
Valley National Advisers
Pennsylvania
$14.5M -$779K -54,672 -5%
BJ
78
Brouwer & Janachowski
California
$14M -$738K -51,780 -5%
JIP
79
Jaffetilchin Investment Partners
Florida
$13.7M -$784K -55,056 -6%
PP
80
PrairieView Partners
Minnesota
$12.7M -$314K -22,056 -3%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$12.7M -$301K -21,138 -2%
AF
82
Advisornet Financial
Minnesota
$12.6M -$433K -30,408 -4%
ECML
83
Eagle Capital Management (Louisiana)
Louisiana
$12.5M -$7.97M -559,836 -41%
AA
84
Ashford Advisors
New York
$12.3M +$11.6M +811,932 New
TW
85
TrinityPoint Wealth
Connecticut
$12.2M +$17.3K +1,218 +0.2%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$296K -20,814 -3%
IAS
87
IMA Advisory Services
Colorado
$12.1M +$2.82M +198,138 +33%
GFS
88
GYL Financial Synergies
Connecticut
$11.8M -$281K -19,704 -2%
IDA
89
Intelligence Driven Advisers
California
$11.6M -$399K -28,008 -4%
TWM
90
Tradition Wealth Management
Minnesota
$11.3M +$10.6M +747,192 New
MFGP
91
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.2M +$1.96M +137,688 +23%
UWM
92
USAdvisors Wealth Management
Minnesota
$11.1M -$1.18M -82,662 -10%
MWP
93
Meridian Wealth Partners
Pennsylvania
$11.1M +$6.32K +444 +0.1%
RIM
94
Rockbridge Investment Management
New York
$10.8M -$432K -30,300 -4%
GCA
95
Genesee Capital Advisors
New York
$10.4M -$66.1K -4,644 -0.7%
SCM
96
Spreng Capital Management
Ohio
$10.4M +$574K +40,266 +6%
DLCIG
97
D.L. Carlson Investment Group
New Hampshire
$10.4M +$690K +48,414 +8%
SWM
98
SigFig Wealth Management
California
$10.4M +$971K +68,148 +11%
RC
99
Roundview Capital
New Jersey
$9.78M +$139K +9,726 +2%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$9.67M +$5.23M +367,344 +136%