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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
PrairieView Partners
Minnesota
$12.8M -$149K -9,552 -1%
FWA
102
Freedom Wealth Alliance
Wisconsin
$12.5M +$163K +10,446 +1%
TW
103
TrinityPoint Wealth
Connecticut
$12.5M +$318K +20,313 +3%
VNA
104
Valley National Advisers
Pennsylvania
$12.5M -$916K -58,560 -7%
GVAG
105
Great Valley Advisor Group
Delaware
$12.5M -$154K -9,867 -1%
LPAM
106
Lodestar Private Asset Management
California
$12.3M -$885K -56,607 -7%
CFGSD
107
Compass Financial Group (South Dakota)
South Dakota
$12.3M +$5.74M +367,413 +90%
EI
108
Ellevest Inc
New York
$12.2M +$1.23M +78,354 +11%
WWM
109
WT Wealth Management
Arizona
$12.1M -$422K -27,003 -3%
SC
110
Savant Capital
Illinois
$11.8M +$1.2M +76,920 +12%
ECM
111
Elgethun Capital Management
South Dakota
$11.8M +$171K +10,920 +2%
RC
112
Roundview Capital
New Jersey
$11.7M +$133K +8,517 +1%
IDA
113
Intelligence Driven Advisers
California
$11.6M -$402K -25,683 -3%
SIG
114
Spinnaker Investment Group
California
$11.6M -$661K -42,264 -6%
SWM
115
SigFig Wealth Management
California
$11.3M +$229K +14,664 +2%
HI
116
Harbour Investments
Wisconsin
$11.3M +$642K +41,064 +6%
TWM
117
Tradition Wealth Management
Minnesota
$11M -$287K -18,345 -3%
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$10.8M -$230K -14,724 -2%
MIA
119
Milestone Investment Advisors
Wisconsin
$10.7M +$15.3K +978 +0.1%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$10.7M -$27.3K -1,743 -2%
IA
121
IFP Advisors
Florida
$10.5M -$436K -27,894 -6%
TWM
122
Tanglewood Wealth Management
Texas
$10.2M -$272K -17,418 -3%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$1.94M +123,765 +24%
VCP
124
Vista Capital Partners
Oregon
$9.99M +$623K +39,873 +7%
PCM
125
Passive Capital Management
Maryland
$9.7M -$97.5K -6,237 -1%