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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
101
Alpha Omega Wealth Management
Virginia
$4.15M +$35.8K +3,270 +0.9%
DBRC
102
D.B. Root & Company
Pennsylvania
$4.11M +$1.29M +118,122 +46%
WCM
103
Whitener Capital Management
North Carolina
$3.99M +$234K +21,384 +6%
JFG
104
JMG Financial Group
Illinois
$3.99M +$519K +47,442 +15%
HI
105
Hudock Inc
Pennsylvania
$3.97M +$1.22M +111,738 +45%
CHA
106
Carmichael Hill & Associates
Maryland
$3.78M +$149K +13,668 +4%
BCI
107
Brinker Capital Investments
Pennsylvania
$3.76M +$34.5K +3,156 +0.9%
BWI
108
Beacon Wealthcare Inc
North Carolina
$3.7M +$77.7K +7,104 +2%
JWS
109
Juncture Wealth Strategies
Arizona
$3.69M +$225K +20,538 +7%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$3.56M -$394 -36 -0%
KFA
111
Kabarec Financial Advisors
Illinois
$3.55M -$523K -47,862 -13%
SIA
112
Starfire Investment Advisers
Michigan
$3.52M -$92.7K -8,478 -3%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$3.32M +$62.8K +5,748 +2%
HSA
114
HBK Sorce Advisory
Pennsylvania
$3.29M +$402K +36,792 +14%
KM
115
Kalos Management
Georgia
$3.26M -$163K -14,922 -5%
PFM
116
Peak Financial Management
Massachusetts
$3.25M +$546K +49,974 +20%
BCM
117
Boltwood Capital Management
California
$3.24M +$69K +6,312 +2%
APA
118
American Portfolios Advisors
New York
$3.23M +$849K +77,628 +36%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$3.07M +$759K +69,450 +33%
BAS
120
Brown Advisory Securities
Maryland
$3.03M -$119K -10,890 -4%
TA
121
Trellis Advisors
Washington
$3.01M +$564K +51,612 +23%
MPI
122
Mairs & Power Inc
Minnesota
$2.99M
FG
123
Fiduciary Group
Georgia
$2.98M -$13.3K -1,212 -0.4%
PV
124
Private Vista
Illinois
$2.98M
AIM
125
AMI Investment Management
Indiana
$2.87M +$908K +83,010 +47%