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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$9.05M +$980K +79,848 +13%
AWMG
102
Alliance Wealth Management Group
New Jersey
$8.99M +$210K +17,154 +3%
TCM
103
Towercrest Capital Management
Pennsylvania
$8.99M +$210K +17,154 +3%
KM
104
Kalos Management
Georgia
$8.45M -$139K -11,292 -2%
PP
105
PrairieView Partners
Minnesota
$8.43M -$357K -29,118 -4%
RC
106
Roundview Capital
New Jersey
$8.35M +$683K +55,686 +9%
FA
107
Fagan Associates
New York
$8.19M +$101K +8,268 +1%
SFSG
108
Stearns Financial Services Group
North Carolina
$8.17M -$120K -9,804 -2%
SWM
109
SigFig Wealth Management
California
$8.15M -$77.6K -6,324 -1%
DBRC
110
D.B. Root & Company
Pennsylvania
$7.97M +$550K +44,814 +8%
AIA
111
Arcadia Investment Advisors
Idaho
$7.96M -$71K -5,784 -0.9%
OFW
112
Omnia Family Wealth
Florida
$7.92M -$34.7K -2,832 -0.5%
AA
113
Apriem Advisors
California
$7.8M -$368K -29,988 -5%
FI
114
FormulaFolio Investments
Michigan
$7.68M +$48.8K +3,978 +0.7%
WC
115
Wealth CMT
New Jersey
$7.61M +$7.28M +593,634 New
SAMC
116
Spectrum Asset Management (California)
California
$7.46M +$487K +39,654 +7%
BlackRock
117
BlackRock
New York
$7.42M -$580K -47,268 -8%
GLR
118
Great Lakes Retirement
Ohio
$7.42M +$7.1M +578,790 New
GBBWRPM
119
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7.42M -$4.93K -402 -0.1%
TA
120
Trellis Advisors
Washington
$7.42M -$855K -69,660 -11%
ICM
121
Islay Capital Management
Texas
$7.37M +$7.06M +575,190 New
MWM
122
Meridian Wealth Management
Kentucky
$7.17M -$16.4K -1,338 -0.2%
PWSG
123
Pacific Wealth Strategies Group
California
$7.06M +$304K +24,774 +5%
AF
124
Advisornet Financial
Minnesota
$7.04M +$699K +56,946 +12%
SP
125
Successful Portfolios
Florida
$7.01M -$636K -51,798 -9%