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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
WT Wealth Management
Arizona
$31.4M -$1.55M -62,768 -5%
JP Morgan Chase
77
JP Morgan Chase
New York
$31.3M +$2.36M +95,430 +8%
JBI
78
John Boyer Inc
Florida
$30.9M +$29.7M +1,200,829 New
PAM
79
Pegasus Asset Management
New York
$29.9M -$319K -12,899 -1%
GAM
80
Gemmer Asset Management
California
$29.7M -$136K -5,497 -0.5%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$29.3M -$2.72M -109,821 -9%
SA
82
Strategic Advisors
New York
$29.2M +$732K +29,561 +3%
TI
83
Truepoint Inc
Ohio
$29M -$182K -7,358 -0.6%
Cerity Partners
84
Cerity Partners
New York
$28.9M -$510K -20,621 -2%
GB
85
Goepper Burkhardt
South Carolina
$28.6M +$687K +27,735 +3%
MCM
86
MAI Capital Management
Ohio
$28.3M -$356K -14,394 -1%
VNA
87
Valley National Advisers
Pennsylvania
$27.7M -$850K -34,335 -3%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$27.7M +$2.16M +87,240 +9%
GA
89
GSG Advisors
New Jersey
$27.6M -$433K -17,484 -2%
PAYA
90
Phil A. Younker & Associates
Alaska
$27.5M +$3.63M +146,639 +16%
PIMG
91
Patriot Investment Management Group
Tennessee
$27.2M -$179K -7,249 -0.7%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$26.9M -$10.9K -440 -0%
SFP
93
Strategic Financial Planning
Texas
$26.8M +$1.5M +60,494 +6%
GFA
94
Gallagher Fiduciary Advisors
Illinois
$26.6M -$1.58B -63,728,192 -98%
SFC
95
SYM Financial Corp
Indiana
$26.4M +$80.8K +3,265 +0.3%
RSWA
96
Robinson Smith Wealth Advisors
Maine
$26.2M +$480K +19,394 +2%
IDA
97
Intelligence Driven Advisers
California
$26.2M -$574K -23,170 -2%
FWI
98
Facet Wealth Inc
Maryland
$26M -$40.3K -1,627 -0.2%
Goldman Sachs
99
Goldman Sachs
New York
$25.8M -$1.93M -77,847 -7%
WANY
100
Wealthspire Advisors (New York)
New York
$25.8M +$39.1K +1,580 +0.2%