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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
76
Juncture Wealth Strategies
Arizona
$31.8M -$175K -6,658 -0.5%
FWI
77
Facet Wealth Inc
Maryland
$31.4M +$5.83M +222,111 +22%
MCM
78
MAI Capital Management
Ohio
$31.1M +$1.97M +75,149 +6%
SFC
79
SYM Financial Corp
Indiana
$29.9M -$5.8K -221 -0%
WWM
80
WT Wealth Management
Arizona
$29.5M -$515K -19,633 -2%
JP Morgan Chase
81
JP Morgan Chase
New York
$29.2M -$1.89M -71,911 -6%
PAM
82
Pegasus Asset Management
New York
$29.1M -$170K -6,463 -0.6%
JBI
83
John Boyer Inc
Florida
$28.8M +$405K +15,441 +1%
GB
84
Goepper Burkhardt
South Carolina
$28.6M -$304K -11,587 -1%
HI
85
Harbour Investments
Wisconsin
$28.1M +$2.37M +90,205 +9%
GAM
86
Gemmer Asset Management
California
$28.1M -$166K -6,315 -0.6%
SA
87
Strategic Advisors
New York
$27.8M -$79.1K -3,015 -0.3%
Raymond James Financial
88
Raymond James Financial
Florida
$27.7M -$4.46M -170,047 -13%
TI
89
Truepoint Inc
Ohio
$27.5M -$502K -19,148 -2%
GA
90
GSG Advisors
New Jersey
$27.5M +$404K +15,391 +1%
RPGK
91
Retirement Planning Group (Kansas)
Kansas
$27.3M -$2.48M -94,700 -8%
RSWA
92
Robinson Smith Wealth Advisors
Maine
$27.1M +$180K +6,855 +0.6%
AQR Capital Management
93
AQR Capital Management
Connecticut
$27M -$1.48M -56,448 -5%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$26.8M +$3.24M +123,644 +13%
CPIG
95
Chicago Partners Investment Group
Illinois
$26.6M +$77.5K +2,955 +0.3%
PAYA
96
Phil A. Younker & Associates
Alaska
$26.6M -$2.03M -77,402 -7%
HW
97
HORAN Wealth
Ohio
$26.5M +$14M +532,274 +103%
PIMG
98
Patriot Investment Management Group
Tennessee
$25.7M -$916K -34,892 -3%
DW
99
Dodds Wealth
Colorado
$25.3M +$606K +23,099 +2%
AllianceBernstein
100
AllianceBernstein
Tennessee
$25M +$977K +37,243 +4%