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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waverly Advisors
Alabama
$26.9M +$1.42M +62,088 +6%
TI
77
Truepoint Inc
Ohio
$26.8M -$152K -6,659 -0.6%
Cerity Partners
78
Cerity Partners
New York
$26.7M +$1.09M +47,535 +4%
GAM
79
Gemmer Asset Management
California
$26.4M +$324K +14,165 +1%
SA
80
Shilanski & Associates
Alaska
$25.4M +$1.52M +66,347 +6%
PIMG
81
Patriot Investment Management Group
Tennessee
$25.1M -$383K -16,759 -1%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$25.1M +$13.3M +581,081 +111%
FSA
83
Financial Services Advisory
Maryland
$24.9M -$458K -20,064 -2%
JP Morgan Chase
84
JP Morgan Chase
New York
$24.9M -$1.22M -53,538 -5%
TW
85
Transform Wealth
Colorado
$24.6M +$9.17M +401,293 +59%
PAYA
86
Phil A. Younker & Associates
Alaska
$24.6M +$24.7M +1,082,816 New
BCWM
87
Bartlett & Co Wealth Management
Ohio
$24.5M -$35.5K -1,554 -0.1%
GB
88
Goepper Burkhardt
South Carolina
$24.3M -$390K -17,064 -2%
VNA
89
Valley National Advisers
Pennsylvania
$24.3M -$1.27M -55,572 -5%
GWM
90
Global Wealth Management
New Jersey
$24M +$8.95K +392 +0%
SA
91
Strategic Advisors
New York
$23.7M +$493K +21,574 +2%
RSWA
92
Robinson Smith Wealth Advisors
Maine
$23.6M +$1.15M +50,186 +5%
Goldman Sachs
93
Goldman Sachs
New York
$23.4M +$4.28M +187,294 +22%
AWM
94
Avior Wealth Management
Nebraska
$23.3M -$381K -16,702 -2%
FNC
95
First National Corp
Massachusetts
$23.2M +$889K +38,905 +4%
GA
96
GSG Advisors
New Jersey
$22.9M +$954K +41,776 +4%
MCM
97
MAI Capital Management
Ohio
$22.6M +$16.9M +741,692 +294%
Raymond James Financial
98
Raymond James Financial
Florida
$21.6M +$21.8M +952,373 New
OAJ
99
Ogorek Anthony Joseph
New York
$21.5M -$1.28M -56,134 -6%
SFP
100
Strategic Financial Planning
Texas
$21.5M -$472K -20,664 -2%