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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
76
Legacy Private Trust
Wisconsin
$25.2M -$6.77M -297,779 -20%
GAM
77
Gemmer Asset Management
California
$25.2M +$228K +10,008 +0.9%
TI
78
Truepoint Inc
Ohio
$25M -$354K -15,543 -1%
SA
79
Strategic Advisors
New York
$25M +$2.72M +119,453 +11%
SA
80
Shilanski & Associates
Alaska
$25M +$932K +40,976 +4%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$24M +$211K +9,293 +0.8%
Cerity Partners
82
Cerity Partners
New York
$23.9M -$1.51M -66,237 -6%
VNA
83
Valley National Advisers
Pennsylvania
$23.8M +$808K +35,516 +3%
JP Morgan Chase
84
JP Morgan Chase
New York
$23.6M +$7.6K +334 +0%
HWA
85
Heritage Wealth Architects
Minnesota
$23.5M +$24.8M +1,090,369 New
TW
86
Transform Wealth
Colorado
$23.3M -$6.3K -277 -0%
GB
87
Goepper Burkhardt
South Carolina
$22.9M -$118K -5,175 -0.5%
PIMG
88
Patriot Investment Management Group
Tennessee
$22.9M -$1.01M -44,350 -4%
FWI
89
Facet Wealth Inc
Maryland
$22.8M +$22.4M +984,599 +1,446%
RSWA
90
Robinson Smith Wealth Advisors
Maine
$22.8M +$462K +20,292 +2%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$22.7M -$599K -26,343 -2%
GWM
92
Global Wealth Management
New Jersey
$22.6M -$169K -7,436 -0.7%
Raymond James Financial
93
Raymond James Financial
Florida
$22.5M +$2.15M +94,695 +10%
GA
94
GSG Advisors
New Jersey
$22M +$1.02M +45,022 +4%
AWM
95
Avior Wealth Management
Nebraska
$21.8M -$307K -13,517 -1%
MCM
96
MAI Capital Management
Ohio
$21.7M +$280K +12,328 +1%
PAYA
97
Phil A. Younker & Associates
Alaska
$21.6M -$1.79M -78,680 -7%
WANY
98
Wealthspire Advisors (New York)
New York
$21.6M +$11.3M +496,815 +98%
SFC
99
SYM Financial Corp
Indiana
$21.6M +$5.06M +222,348 +28%
FNC
100
First National Corp
Massachusetts
$21.2M -$803K -35,308 -3%