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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Shilanski & Associates
Alaska
$28.4M +$713K +32,381 +3%
PAM
77
Pegasus Asset Management
New York
$28M -$279K -12,684 -1%
GAM
78
Gemmer Asset Management
California
$27.7M -$253K -11,477 -1%
Cerity Partners
79
Cerity Partners
New York
$27.2M +$755K +34,278 +3%
TI
80
Truepoint Inc
Ohio
$27.1M -$598K -27,167 -2%
JP Morgan Chase
81
JP Morgan Chase
New York
$26.8M +$560K +25,441 +2%
MCM
82
MAI Capital Management
Ohio
$26.5M +$2.36M +107,184 +11%
VNA
83
Valley National Advisers
Pennsylvania
$26.5M +$167K +7,579 +0.7%
HWA
84
Heritage Wealth Architects
Minnesota
$26.5M +$448K +20,346 +2%
SA
85
Strategic Advisors
New York
$26.3M -$1.29M -58,392 -5%
GA
86
GSG Advisors
New Jersey
$25.9M +$768K +34,877 +3%
GB
87
Goepper Burkhardt
South Carolina
$25.8M +$420K +19,082 +2%
Goldman Sachs
88
Goldman Sachs
New York
$25.8M -$10.3M -468,612 -30%
PIMG
89
Patriot Investment Management Group
Tennessee
$25.4M +$34.5K +1,564 +0.1%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$24.9M -$156K -7,096 -0.7%
IDA
91
Intelligence Driven Advisers
California
$24.8M +$9.55M +433,721 +71%
FWI
92
Facet Wealth Inc
Maryland
$24.7M -$862K -39,121 -4%
SFC
93
SYM Financial Corp
Indiana
$24.3M +$423K +19,221 +2%
GWM
94
Global Wealth Management
New Jersey
$24.1M -$1.16M -52,873 -5%
WANY
95
Wealthspire Advisors (New York)
New York
$23.8M -$71.1K -3,226 -0.3%
RSWA
96
Robinson Smith Wealth Advisors
Maine
$23.8M -$1.33M -60,486 -6%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$23.6M +$1.91M +86,846 +10%
SFP
98
Strategic Financial Planning
Texas
$23.4M +$703K +31,906 +3%
FNC
99
First National Corp
Massachusetts
$23.3M -$162K -7,361 -0.7%
CPIG
100
Chicago Partners Investment Group
Illinois
$22.7M +$665K +30,169 +3%