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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
76
Gemmer Asset Management
California
$24.7M +$520K +25,656 +2%
SA
77
Shilanski & Associates
Alaska
$23.8M +$712K +35,142 +3%
WA
78
Waverly Advisors
Alabama
$23.7M +$1.52M +75,075 +7%
VNA
79
Valley National Advisers
Pennsylvania
$23.2M +$1.17M +57,696 +5%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$22.9M -$617K -30,450 -3%
AIS
81
American Investment Services
Massachusetts
$22.9M -$438K -21,600 -2%
JP Morgan Chase
82
JP Morgan Chase
New York
$22.8M -$13.6M -671,874 -38%
GB
83
Goepper Burkhardt
South Carolina
$22.8M +$155K +7,647 +0.7%
UBS Group
84
UBS Group
Switzerland
$22.8M +$1.72M +84,684 +8%
OAJ
85
Ogorek Anthony Joseph
New York
$22.6M -$565K -27,894 -3%
Cerity Partners
86
Cerity Partners
New York
$22.3M -$2.31M -113,811 -10%
SA
87
Strategic Advisors
New York
$22.2M -$757K -37,362 -3%
LEFP
88
Leading Edge Financial Planning
Tennessee
$22.1M +$1.84M +90,789 +9%
AWM
89
Avior Wealth Management
Nebraska
$21.7M +$251K +12,399 +1%
SFP
90
Strategic Financial Planning
Texas
$21.5M +$968K +47,775 +5%
FFN
91
Focus Financial Network
Minnesota
$21.5M -$3.75M -185,151 -16%
UCFA
92
United Capital Financial Advisors
Texas
$20.7M -$1.41M -69,615 -7%
GA
93
GSG Advisors
New Jersey
$20.3M +$163K +8,031 +0.8%
RSWA
94
Robinson Smith Wealth Advisors
Maine
$20.1M +$1.2M +59,175 +7%
BIM
95
Breakwater Investment Management
Washington
$19.9M -$293K -14,475 -2%
CCA
96
Cobblestone Capital Advisors
New York
$19.8M -$1.8M -88,617 -9%
GLR
97
Great Lakes Retirement
Ohio
$18.9M -$248K -12,243 -1%
MFGP
98
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.6M -$276K -13,626 -2%
GVAG
99
Great Valley Advisor Group
Delaware
$18.5M +$926K +45,714 +5%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$18.5M -$406K -20,022 -2%