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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
76
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.9M -$548K -34,782 -3%
K
77
Kemper
Illinois
$17.2M
SFG
78
Sunburst Financial Group
Alabama
$17.1M +$481K +30,516 +3%
PAM
79
Pegasus Asset Management
New York
$17M +$154K +9,798 +0.9%
TWM
80
Tanglewood Wealth Management
Texas
$16.9M -$565K -35,820 -3%
BJ
81
Brouwer & Janachowski
California
$14.8M -$92.4K -5,862 -0.6%
MFGP
82
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.1M +$2.14M +135,894 +18%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$14M +$515K +32,688 +4%
VNA
84
Valley National Advisers
Pennsylvania
$13.3M -$2.1M -132,936 -14%
PP
85
PrairieView Partners
Minnesota
$13.2M -$343K -21,774 -3%
AF
86
Advisornet Financial
Minnesota
$13.1M -$289K -18,348 -2%
AA
87
Ashford Advisors
New York
$13.1M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$13.1M -$68.3K -4,332 -0.5%
ECML
89
Eagle Capital Management (Louisiana)
Louisiana
$13M -$245K -15,528 -2%
IAS
90
IMA Advisory Services
Colorado
$12.9M +$10.5K +666 +0.1%
TW
91
TrinityPoint Wealth
Connecticut
$12.7M +$45.4K +2,880 +0.4%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$12.6M +$4.55M +288,852 +59%
GCA
93
Genesee Capital Advisors
New York
$12.4M +$1.32M +83,910 +12%
GFS
94
GYL Financial Synergies
Connecticut
$12.2M -$278K -17,652 -2%
IDA
95
Intelligence Driven Advisers
California
$12.1M -$225K -14,298 -2%
MWP
96
Meridian Wealth Partners
Pennsylvania
$12M +$257K +16,284 +2%
TWM
97
Tradition Wealth Management
Minnesota
$12M -$83K -5,262 -0.7%
CCA
98
Column Capital Advisors
Indiana
$11.9M +$11.6M +732,912 +21,024%
AIS
99
American Investment Services
Massachusetts
$11.8M +$11.6M +732,864 New
SWM
100
SigFig Wealth Management
California
$11.6M +$545K +34,554 +5%