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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$3.91M +$3.81M +363,636 New
BWI
102
Beacon Wealthcare Inc
North Carolina
$3.9M +$3.8M +362,208 New
KM
103
Kalos Management
Georgia
$3.65M +$3.59M +342,276 New
BCI
104
Brinker Capital Investments
Pennsylvania
$3.61M +$151K +14,364 +4%
KFA
105
Kabarec Financial Advisors
Illinois
$3.56M +$3.47M +331,104 New
JWS
106
Juncture Wealth Strategies
Arizona
$3.49M -$809K -77,184 -19%
WCM
107
Whitener Capital Management
North Carolina
$3.44M +$3.36M +320,436 New
CHA
108
Carmichael Hill & Associates
Maryland
$3.41M +$3.32M +316,770 New
TFF
109
The Family Firm
Maryland
$3.36M -$40.1K -3,822 -1%
JFG
110
JMG Financial Group
Illinois
$3.36M +$70.3K +6,708 +2%
Creative Planning
111
Creative Planning
Kansas
$3.29M +$45.8K +4,368 +1%
PWSG
112
Pacific Wealth Strategies Group
California
$3.22M +$3.14M +299,532 New
LRPA
113
L. Roy Papp & Associates
Arizona
$3.2M +$3.12M +297,552 New
SFM
114
Signature Financial Management
Virginia
$3.15M -$206K -19,638 -6%
MWM
115
MinichMacGregor Wealth Management
New York
$3.12M +$162K +15,432 +6%
BAS
116
Brown Advisory Securities
Maryland
$3.08M
MPI
117
Mairs & Power Inc
Minnesota
$2.93M
FG
118
Fiduciary Group
Georgia
$2.9M -$69K -6,576 -2%
BCM
119
Boltwood Capital Management
California
$2.89M +$39K +3,720 +1%
BCM
120
Breiter Capital Management
Florida
$2.76M +$2.69M +256,614 New
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.71M +$147K +14,052 +6%
SAM
122
Sawgrass Asset Management
Florida
$2.71M
DWM
123
Destination Wealth Management
California
$2.68M +$186K +17,766 +8%
BAM
124
Belpointe Asset Management
Nevada
$2.64M +$1.68M +160,488 +188%
AA
125
Apriem Advisors
California
$2.54M -$105K -9,978 -4%