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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
101
JMG Financial Group
Illinois
$3.1M -$27.5K -2,772 -0.9%
Creative Planning
102
Creative Planning
Kansas
$3.06M +$1.38M +139,296 +86%
BAS
103
Brown Advisory Securities
Maryland
$2.9M -$28.6K -2,880 -1%
FG
104
Fiduciary Group
Georgia
$2.8M -$84.3K -8,490 -3%
MWM
105
MinichMacGregor Wealth Management
New York
$2.79M +$834 +84 +0%
MPI
106
Mairs & Power Inc
Minnesota
$2.76M -$21.4K -2,160 -0.8%
PV
107
Private Vista
Illinois
$2.75M +$15.2K +1,536 +0.6%
BCM
108
Boltwood Capital Management
California
$2.69M +$43K +4,332 +2%
PP
109
PagnatoKarp Partners
Virginia
$2.68M -$1.19M -119,628 -31%
SAM
110
Sawgrass Asset Management
Florida
$2.56M
AA
111
Apriem Advisors
California
$2.5M -$260K -26,202 -10%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.42M +$29.7K +2,988 +1%
DWM
113
Destination Wealth Management
California
$2.35M +$36.9K +3,714 +2%
EVM
114
Eaton Vance Management
Massachusetts
$2.28M -$229K -23,040 -9%
BL
115
BCWM LLC
Kansas
$2.19M +$140K +14,106 +7%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$2.14M +$716K +72,186 +52%
CC
117
Callan Capital
California
$2.12M -$28.2K -2,844 -1%
KIA
118
KCM Investment Advisors
California
$1.98M +$357 +36 +0%
ACM
119
AlphaStar Capital Management
North Carolina
$1.97M +$1.94M +195,402 New
JMPWA
120
JP Morgan Private Wealth Advisors
California
$1.95M +$183K +18,402 +11%
HCMT
121
Highland Capital Management (Tennessee)
Tennessee
$1.87M -$15.2K -1,530 -0.8%
VNA
122
Valley National Advisers
Pennsylvania
$1.86M -$38.3K -3,858 -2%
RJA
123
Raymond James & Associates
Florida
$1.84M -$50.6K -5,100 -3%
JWA
124
JFS Wealth Advisors
Pennsylvania
$1.75M -$13.8K -1,392 -0.8%
PMG
125
ProVise Management Group
Florida
$1.72M +$156K +15,684 +10%