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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Stonekeep Investments
New Mexico
$27.4M +$832K +29,705 +3%
MWP
102
Meridian Wealth Partners
Pennsylvania
$27.1M +$452K +16,141 +2%
VNA
103
Valley National Advisers
Pennsylvania
$27.1M -$103K -3,689 -0.4%
WFS
104
Walker Financial Services
Kentucky
$26.9M +$4.04M +144,295 +18%
PAYA
105
Phil A. Younker & Associates
Alaska
$26.8M -$3.77M -134,782 -13%
DF
106
Downshift Financial
Colorado
$26.3M +$5.82M +207,890 +30%
GLR
107
Great Lakes Retirement
Ohio
$26.2M -$152K -5,422 -0.6%
SF
108
Schaeffer Financial
Maryland
$26.2M +$69.7K +2,491 +0.3%
AllianceBernstein
109
AllianceBernstein
Tennessee
$26M +$2.23M +79,697 +8%
Lido Advisors
110
Lido Advisors
California
$25.7M +$1.13M +40,391 +5%
AssetMark Inc
111
AssetMark Inc
California
$25.1M +$2.15M +76,707 +10%
AWM
112
Avior Wealth Management
Nebraska
$24.9M -$57.4K -2,051 -0.2%
BIM
113
Breakwater Investment Management
Washington
$24.8M -$52.5K -1,877 -0.2%
EWA
114
EP Wealth Advisors
California
$24.7M +$19.7M +703,504 +470%
IAS
115
IMA Advisory Services
Colorado
$24.7M -$40.9K -1,461 -0.2%
DCM
116
Davis Capital Management
Florida
$24.6M +$416K +14,871 +2%
Osaic Holdings
117
Osaic Holdings
Arizona
$24.5M +$11.2K +400 +0%
SFP
118
Strategic Financial Planning
Texas
$24.4M +$23.6M +841,398 New
BPA
119
Beacon Pointe Advisors
California
$24.2M -$3.23M -115,402 -12%
CHJWM
120
Carlton Hofferkamp & Jenks Wealth Management
Texas
$24.2M -$278K -9,943 -1%
GWM
121
Global Wealth Management
New Jersey
$23.5M -$200K -7,155 -0.9%
TWM
122
Tradition Wealth Management
Minnesota
$22.8M +$263K +9,400 +1%
UCFA
123
United Capital Financial Advisors
Texas
$22.6M -$668K -23,845 -3%
VCP
124
Vista Capital Partners
Oregon
$22.2M -$955K -34,124 -4%
NSG
125
Nalls Sherbakoff Group
Tennessee
$22.2M -$679K -24,255 -3%