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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
101
D.B. Root & Company
Pennsylvania
$6.57M +$89.6K +8,208 +1%
FBFS
102
First Business Financial Services
Wisconsin
$6.44M -$3.69M -337,476 -37%
MWM
103
Meridian Wealth Management
Kentucky
$6.43M -$167K -15,276 -3%
Creative Planning
104
Creative Planning
Kansas
$6.36M +$455K +41,640 +8%
RC
105
Roundview Capital
New Jersey
$6.33M +$835K +76,494 +16%
AWA
106
Alaska Wealth Advisors
Alaska
$6.24M +$399K +36,534 +7%
SAMC
107
Spectrum Asset Management (California)
California
$6.22M +$216K +19,752 +4%
TPW
108
Tiller Private Wealth
Pennsylvania
$6.17M -$191K -17,460 -3%
TCM
109
Towercrest Capital Management
Pennsylvania
$6.15M +$457K +41,856 +8%
AWMG
110
Alliance Wealth Management Group
New Jersey
$6.15M +$457K +41,862 +8%
PP
111
PrairieView Partners
Minnesota
$6.13M +$45.5K +4,164 +0.8%
SP
112
Successful Portfolios
Florida
$6.06M +$658K +60,282 +13%
OWM
113
Opes Wealth Management
California
$6.01M +$5.78M +529,584 New
JWS
114
Juncture Wealth Strategies
Arizona
$5.9M +$2.31M +211,710 +69%
JFG
115
JMG Financial Group
Illinois
$5.84M -$554K -50,760 -9%
FA
116
Fagan Associates
New York
$5.71M +$251K +22,980 +5%
SCA
117
Strategic Capital Advisers
Colorado
$5.71M -$286K -26,172 -5%
PWSG
118
Pacific Wealth Strategies Group
California
$5.67M -$37.3K -3,414 -0.7%
SC
119
Savant Capital
Illinois
$5.19M +$71.3K +6,534 +1%
AF
120
Advisornet Financial
Minnesota
$5.12M -$224K -20,550 -4%
TI
121
Truepoint Inc
Ohio
$4.99M +$4.06K +372 +0.1%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$4.97M +$1.21M +110,724 +34%
IWMA
123
Ironwood Wealth Management (Arizona)
Arizona
$4.91M +$55.9K +5,118 +1%
RMC
124
Regis Management Company
California
$4.87M +$102K +9,300 +2%
SWM
125
SeaCrest Wealth Management
New York
$4.83M -$392K -35,910 -8%