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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCC
101
Lincoln Capital Corp
Rhode Island
$4.92M +$145K +12,594 +3%
SWM
102
SeaCrest Wealth Management
New York
$4.64M +$147K +12,768 +3%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$4.54M -$29K -2,520 -0.6%
WCM
104
Whitener Capital Management
North Carolina
$4.46M +$195K +16,878 +5%
PS
105
Portfolio Solutions
Michigan
$4.42M -$41.4K -3,588 -0.9%
CHA
106
Carmichael Hill & Associates
Maryland
$4.41M +$375K +32,550 +9%
JFG
107
JMG Financial Group
Illinois
$4.38M +$124K +10,770 +3%
BAM
108
Belpointe Asset Management
Nevada
$4.27M +$3.48M +302,100 +486%
AOWM
109
Alpha Omega Wealth Management
Virginia
$4.27M -$155K -13,476 -4%
JFA
110
JNBA Financial Advisors
Minnesota
$4.27M +$4.19M +363,966 New
BCM
111
Boltwood Capital Management
California
$4.15M +$675K +58,548 +20%
BWI
112
Beacon Wealthcare Inc
North Carolina
$4.06M +$104K +9,060 +3%
JWS
113
Juncture Wealth Strategies
Arizona
$4.03M +$88.1K +7,644 +2%
PAG
114
Private Advisor Group
New Jersey
$3.94M +$2.8M +242,934 +263%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$3.91M +$623K +54,012 +19%
BCI
116
Brinker Capital Investments
Pennsylvania
$3.9M -$107K -9,276 -3%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$3.79M – – –
FSA
118
Financial Services Advisory
Maryland
$3.65M +$2.38M +206,454 +197%
SIA
119
Starfire Investment Advisers
Michigan
$3.65M -$102K -8,808 -3%
PFM
120
Peak Financial Management
Massachusetts
$3.6M +$138K +12,000 +4%
HSA
121
HBK Sorce Advisory
Pennsylvania
$3.6M +$87.8K +7,620 +3%
APA
122
American Portfolios Advisors
New York
$3.51M +$60.4K +5,238 +2%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$3.5M -$37.4K -3,246 -1%
BAS
124
Brown Advisory Securities
Maryland
$3.23M – – –
HI
125
Hudock Inc
Pennsylvania
$3.22M -$993K -86,118 -24%