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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCMO
76
Buckingham Capital Management (Ohio)
Ohio
$20.7M -$258K -14,022 -1%
PAM
77
Pegasus Asset Management
New York
$20.5M +$10.3K +558 +0.1%
MAS
78
Madden Advisory Services
Florida
$20.5M -$207K -11,262 -1%
SFP
79
Strategic Financial Planning
Texas
$20.5M -$1.61M -87,672 -7%
DW
80
Domani Wealth
Pennsylvania
$20.4M -$680K -36,972 -3%
TWM
81
Tanglewood Wealth Management
Texas
$19.8M +$1.79M +97,032 +10%
SFG
82
Sunburst Financial Group
Alabama
$19.4M -$2.52M -136,854 -12%
AWM
83
Avior Wealth Management
Nebraska
$19M -$19.3M -1,049,466 -51%
MFGP
84
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18M +$786K +42,738 +5%
CHJWM
85
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.6M +$18K +978 +0.1%
Cerity Partners
86
Cerity Partners
New York
$17.6M +$16.2M +879,906 +1,586%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$16.9M -$696K -37,848 -4%
GCA
88
Genesee Capital Advisors
New York
$16.6M -$344K -18,696 -2%
DLCIG
89
D.L. Carlson Investment Group
New Hampshire
$15.9M +$658K +35,766 +4%
MWP
90
Meridian Wealth Partners
Pennsylvania
$15.5M +$217K +11,802 +1%
MIS
91
Morningstar Investment Services
Illinois
$15.4M +$5.61M +304,824 +60%
SCM
92
Spreng Capital Management
Ohio
$15.4M +$677K +36,774 +5%
AA
93
Ashford Advisors
New York
$15.3M
ECM
94
Elgethun Capital Management
South Dakota
$15.2M -$7.33M -398,268 -33%
TW
95
TrinityPoint Wealth
Connecticut
$15.2M +$93.5K +5,082 +0.6%
VNA
96
Valley National Advisers
Pennsylvania
$15.1M -$229K -12,420 -2%
ECML
97
Eagle Capital Management (Louisiana)
Louisiana
$15.1M +$304K +16,524 +2%
PP
98
PrairieView Partners
Minnesota
$14.8M -$164K -8,940 -1%
IAS
99
IMA Advisory Services
Colorado
$14.5M -$281K -15,300 -2%
TWM
100
Tradition Wealth Management
Minnesota
$14.1M -$4.08K -222 -0%