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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$7.27M -$138K -11,394 -2%
KeyBank National Association
102
KeyBank National Association
Ohio
$7.05M +$8.48M +700,506 New
SFSG
103
Stearns Financial Services Group
North Carolina
$7M +$695K +57,426 +9%
SCM
104
Spreng Capital Management
Ohio
$6.97M -$563K -46,548 -6%
MA
105
Modus Advisors
Minnesota
$6.91M -$966K -79,860 -10%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$6.85M +$4.95M +409,080 +151%
APW
107
Aurora Private Wealth
New Jersey
$6.5M +$2.45M +202,176 +46%
GLR
108
Great Lakes Retirement
Ohio
$6.43M +$716K +59,178 +10%
DBRC
109
D.B. Root & Company
Pennsylvania
$6.42M +$190K +15,708 +3%
RMC
110
Regis Management Company
California
$6.35M +$2.41M +199,512 +46%
KM
111
Kalos Management
Georgia
$6.23M -$1.08M -89,124 -14%
RC
112
Roundview Capital
New Jersey
$6.07M -$595K -49,146 -8%
VCP
113
Vista Capital Partners
Oregon
$5.9M +$5.03M +415,542 +244%
VCM
114
Vivaldi Capital Management
Illinois
$5.86M +$7.04M +581,784 New
SWM
115
SigFig Wealth Management
California
$5.83M -$692K -57,210 -9%
GAM
116
Garrison Asset Management
Arkansas
$5.76M -$6.53M -539,832 -49%
SC
117
Savant Capital
Illinois
$5.75M +$1.83M +150,954 +36%
OWM
118
Opes Wealth Management
California
$5.61M +$326K +26,916 +5%
GCA
119
Genesee Capital Advisors
New York
$5.57M +$714K +58,992 +12%
TA
120
Trellis Advisors
Washington
$5.53M -$364K -30,060 -5%
AWMG
121
Alliance Wealth Management Group
New Jersey
$5.4M -$2.01M -165,792 -24%
TCM
122
Towercrest Capital Management
Pennsylvania
$5.4M -$2.01M -165,792 -24%
JFG
123
JMG Financial Group
Illinois
$5.31M +$15.6K +1,290 +0.2%
AWS
124
AJ Wealth Strategies
New York
$5.17M +$4.41M +364,194 +244%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$5.08M +$312K +25,770 +5%