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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
101
Omnia Family Wealth
Florida
$6.14M +$6.64M +614,220 New
VCP
102
Vista Capital Partners
Oregon
$5.92M +$5.69M +526,308 +796%
MWM
103
Meridian Wealth Management
Kentucky
$5.81M +$16.4K +1,518 +0.3%
DBRC
104
D.B. Root & Company
Pennsylvania
$5.7M +$951K +87,942 +18%
JFG
105
JMG Financial Group
Illinois
$5.65M +$2.08M +192,492 +52%
TPW
106
Tiller Private Wealth
Pennsylvania
$5.6M +$54.2K +5,010 +0.9%
SFM
107
Signature Financial Management
Virginia
$5.51M +$880K +81,414 +17%
PP
108
PrairieView Partners
Minnesota
$5.36M -$16.5K -1,524 -0.3%
AWM
109
Apollon Wealth Management
South Carolina
$5.32M +$5.3M +490,236 New
SCA
110
Strategic Capital Advisers
Colorado
$5.29M -$436K -40,350 -7%
SAMC
111
Spectrum Asset Management (California)
California
$5.28M -$92.4K -8,544 -2%
Creative Planning
112
Creative Planning
Kansas
$5.18M -$1.29M -119,388 -19%
AWA
113
Alaska Wealth Advisors
Alaska
$5.13M -$75.6K -6,990 -1%
PWSG
114
Pacific Wealth Strategies Group
California
$5.03M +$551K +50,922 +11%
AWMG
115
Alliance Wealth Management Group
New Jersey
$5M -$58.5K -5,412 -1%
TCM
116
Towercrest Capital Management
Pennsylvania
$5M -$58.5K -5,412 -1%
BWI
117
Beacon Wealthcare Inc
North Carolina
$4.88M +$1.55M +143,166 +41%
RC
118
Roundview Capital
New Jersey
$4.81M +$250K +23,154 +5%
FA
119
Fagan Associates
New York
$4.8M +$153K +14,172 +3%
BCI
120
Brinker Capital Investments
Pennsylvania
$4.77M +$1.57M +144,870 +44%
SP
121
Successful Portfolios
Florida
$4.73M +$435K +40,266 +9%
AF
122
Advisornet Financial
Minnesota
$4.72M -$67K -6,198 -1%
SWM
123
SeaCrest Wealth Management
New York
$4.62M +$723K +66,882 +17%
ACM
124
AlphaStar Capital Management
North Carolina
$4.61M -$72.2K -6,678 -1%
WKWM
125
Walter & Keenan Wealth Management
Indiana
$4.55M +$31.1K +2,874 +0.6%