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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
101
Smith & Howard Wealth Management
Georgia
$899K +$683K +82,788 +304%
IFS
102
Ifrah Financial Services
Arkansas
$874K +$560K +67,956 +174%
AF
103
Allworth Financial
California
$871K +$121K +14,724 +16%
PMG
104
ProVise Management Group
Florida
$845K +$65K +7,884 +8%
BJL
105
Brighton Jones LLC
Washington
$837K +$4.21K +510 +0.5%
PS
106
Portfolio Solutions
Michigan
$817K +$824K +99,924 New
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$805K -$22.3K -2,706 -3%
NGA
108
Naples Global Advisors
Florida
$771K +$45.5K +5,520 +6%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$758K +$234K +28,362 +44%
BCM
110
Boltwood Capital Management
California
$723K +$730K +88,470 New
SSWM
111
Sheets Smith Wealth Management
North Carolina
$705K -$111K -13,440 -13%
AAS
112
Annex Advisory Services
Wisconsin
$696K +$7.27K +882 +1%
Millennium Management
113
Millennium Management
New York
$661K +$93.4K +11,322 +16%
TYCC
114
Texas Yale Capital Corp
Florida
$658K +$113K +13,716 +21%
DW
115
Domani Wealth
Pennsylvania
$653K +$267K +32,424 +68%
CP
116
Corbenic Partners
Pennsylvania
$650K -$1.67M -201,924 -72%
SGCA
117
Steel Grove Capital Advisors
Tennessee
$647K +$6.43K +780 +1%
WF
118
WealthTrust Fairport
Ohio
$643K +$8.46K +1,026 +1%
BWP
119
BSW Wealth Partners
Colorado
$643K +$41.1K +4,980 +7%
SIC
120
Sigma Investment Counselors
Michigan
$621K +$151K +18,252 +32%
SS
121
Simplicity Solutions
Minnesota
$615K +$620K +75,186 New
BSW
122
Buckingham Strategic Wealth
Missouri
$613K -$22.7K -2,754 -4%
DSN
123
D. Scott Neal
Kentucky
$611K -$42.5K -5,148 -6%
CCA
124
Cobblestone Capital Advisors
New York
$609K -$96.3K -11,670 -14%
WI
125
WrapManager Inc
California
$605K +$610K +74,010 New