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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$3.93M +$528K +50,394 +16%
SWM
102
SeaCrest Wealth Management
New York
$3.91M +$3.81M +363,636 New
BWI
103
Beacon Wealthcare Inc
North Carolina
$3.9M +$3.8M +362,208 New
KM
104
Kalos Management
Georgia
$3.65M +$3.59M +342,276 New
BCI
105
Brinker Capital Investments
Pennsylvania
$3.61M +$151K +14,364 +4%
KFA
106
Kabarec Financial Advisors
Illinois
$3.56M +$3.47M +331,104 New
JWS
107
Juncture Wealth Strategies
Arizona
$3.49M -$809K -77,184 -19%
WCM
108
Whitener Capital Management
North Carolina
$3.44M +$3.36M +320,436 New
CHA
109
Carmichael Hill & Associates
Maryland
$3.41M +$3.32M +316,770 New
TFF
110
The Family Firm
Maryland
$3.36M -$40.1K -3,822 -1%
JFG
111
JMG Financial Group
Illinois
$3.36M +$70.3K +6,708 +2%
Creative Planning
112
Creative Planning
Kansas
$3.29M +$45.8K +4,368 +1%
PWSG
113
Pacific Wealth Strategies Group
California
$3.22M +$3.14M +299,532 New
LRPA
114
L. Roy Papp & Associates
Arizona
$3.2M +$3.12M +297,552 New
SFM
115
Signature Financial Management
Virginia
$3.15M -$206K -19,638 -6%
MWM
116
MinichMacGregor Wealth Management
New York
$3.12M +$162K +15,432 +6%
BAS
117
Brown Advisory Securities
Maryland
$3.08M – – –
MPI
118
Mairs & Power Inc
Minnesota
$2.93M – – –
FG
119
Fiduciary Group
Georgia
$2.9M -$69K -6,576 -2%
BCM
120
Boltwood Capital Management
California
$2.89M +$39K +3,720 +1%
BCM
121
Breiter Capital Management
Florida
$2.76M +$2.69M +256,614 New
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$2.71M +$147K +14,052 +6%
SAM
123
Sawgrass Asset Management
Florida
$2.71M – – –
DWM
124
Destination Wealth Management
California
$2.68M +$186K +17,766 +8%
BAM
125
Belpointe Asset Management
Nevada
$2.64M +$1.68M +160,488 +188%