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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
101
Breakwater Investment Management
Washington
$21.5M -$234K -10,254 -1%
AF
102
Allworth Financial
California
$20.9M +$17.3M +757,026 +579%
UCFA
103
United Capital Financial Advisors
Texas
$20.6M -$763K -33,406 -4%
CCA
104
Cobblestone Capital Advisors
New York
$20.6M -$457K -19,991 -2%
FFN
105
Focus Financial Network
Minnesota
$20.4M -$1.9M -83,180 -8%
CHJWM
106
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.3M -$39.7M -1,739,283 -67%
GLR
107
Great Lakes Retirement
Ohio
$20.2M -$267K -11,682 -1%
HI
108
Harbour Investments
Wisconsin
$20.1M +$1.05M +45,826 +5%
MWP
109
Meridian Wealth Partners
Pennsylvania
$19.9M +$120K +5,269 +0.6%
WC
110
Wynn Capital
Georgia
$19.8M +$416K +18,217 +2%
SF
111
Schaeffer Financial
Maryland
$19.5M +$103K +4,490 +0.5%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$18.9M -$354K -15,519 -2%
SNWA
113
Siligmueller & Norvid Wealth Advisors
Illinois
$18.8M +$18.9M +828,666 New
IAS
114
IMA Advisory Services
Colorado
$18.6M -$285K -12,486 -2%
MFGP
115
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.5M -$815K -35,663 -4%
TWM
116
Tradition Wealth Management
Minnesota
$18.2M +$9.5K +416 +0.1%
JWS
117
Juncture Wealth Strategies
Arizona
$18.2M +$919K +40,230 +5%
TW
118
TrinityPoint Wealth
Connecticut
$18.2M -$522K -22,860 -3%
SI
119
Stonekeep Investments
New Mexico
$18M -$230K -10,084 -1%
Lido Advisors
120
Lido Advisors
California
$18M +$7.44M +325,716 +70%
MAS
121
Madden Advisory Services
Florida
$17.7M +$87.8K +3,845 +0.5%
SFC
122
SYM Financial Corp
Indiana
$17.7M +$86.9K +3,806 +0.5%
DW
123
Dodds Wealth
Colorado
$17.7M -$29.8M -1,304,274 -63%
RBC
124
Roble Belko & Company
Pennsylvania
$17.3M -$183K -8,033 -1%
AA
125
Ashford Advisors
New York
$17.2M -$261K -11,418 -1%