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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
TrinityPoint Wealth
Connecticut
$11.6M -$48.8K -3,042 -0.4%
TWM
102
Tanglewood Wealth Management
Texas
$11.5M -$1.94M -120,972 -13%
TWM
103
Tradition Wealth Management
Minnesota
$11.1M +$26.5K +1,650 +0.2%
PCA
104
Personal Capital Advisors
California
$11M +$3.08M +191,601 +34%
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$11M -$985K -61,347 -8%
RWIA
106
Roger Wittlin Investment Advisory
California
$10.9M +$11.9M +740,790 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$10.9M -$1.08M -67,356 -8%
IA
108
IFP Advisors
Florida
$10.8M
GVAG
109
Great Valley Advisor Group
Delaware
$10.7M +$2.99M +186,501 +34%
SF
110
Schaeffer Financial
Maryland
$10.4M -$10.4K -648 -0.1%
SA
111
Shilanski & Associates
Alaska
$10.3M +$633K +39,450 +6%
RC
112
Roundview Capital
New Jersey
$10.3M +$245K +15,279 +2%
SC
113
Savant Capital
Illinois
$10M +$1.89M +117,687 +21%
PCM
114
Passive Capital Management
Maryland
$9.47M +$397K +24,756 +4%
EFG
115
Everhart Financial Group
Ohio
$9.34M +$1.9M +118,098 +23%
KF
116
Krilogy Financial
Missouri
$9.19M -$675K -42,063 -6%
BRWA
117
B. Riley Wealth Advisors
Florida
$8.96M +$232K +14,457 +2%
APW
118
Aurora Private Wealth
New Jersey
$8.74M +$15.3K +951 +0.2%
OIA
119
OneDigital Investment Advisors
Kansas
$8.71M -$824K -51,333 -8%
RWA
120
Rainsberger Wealth Advisors
Colorado
$8.6M +$168K +10,470 +2%
LW
121
Libra Wealth
California
$8.59M -$24.3M -1,512,369 -72%
AWMG
122
Alliance Wealth Management Group
New Jersey
$8.57M -$243K -15,129 -3%
TCM
123
Towercrest Capital Management
Pennsylvania
$8.57M -$243K -15,129 -3%
FOA
124
Five Oceans Advisors
California
$8.44M +$11.1K +690 +0.1%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$8.41M +$91.3K +5,688 +1%