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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Strategic Financial Planning
Texas
$20.5M +$60.2K +2,646 +0.3%
BIM
102
Breakwater Investment Management
Washington
$20.4M +$20.2K +888 +0.1%
FFN
103
Focus Financial Network
Minnesota
$20.1M +$767K +33,700 +4%
OAJ
104
Ogorek Anthony Joseph
New York
$19.6M -$913K -40,131 -4%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$19.4M +$1.56M +68,625 +8%
CPIG
106
Chicago Partners Investment Group
Illinois
$19.4M +$7.59M +333,832 +59%
HI
107
Harbour Investments
Wisconsin
$19.2M +$138K +6,063 +0.7%
UCFA
108
United Capital Financial Advisors
Texas
$19.2M -$385K -16,911 -2%
GLR
109
Great Lakes Retirement
Ohio
$19.1M +$9.46K +416 +0%
WC
110
Wynn Capital
Georgia
$18.7M -$118K -5,173 -0.6%
DW
111
Dodds Wealth
Colorado
$18.5M +$2.47M +108,673 +14%
SI
112
Stonekeep Investments
New Mexico
$18.5M +$1.46M +64,125 +8%
MWP
113
Meridian Wealth Partners
Pennsylvania
$18.4M -$515K -22,634 -3%
SF
114
Schaeffer Financial
Maryland
$18.1M -$376K -16,539 -2%
NSG
115
Nalls Sherbakoff Group
Tennessee
$18.1M +$19.1M +841,350 New
CCA
116
Cobblestone Capital Advisors
New York
$18M -$1.59M -69,924 -8%
SNWA
117
Siligmueller & Norvid Wealth Advisors
Illinois
$17.9M +$34.7K +1,525 +0.2%
Stifel Financial
118
Stifel Financial
Missouri
$17.9M +$4.48M +196,845 +31%
IAS
119
IMA Advisory Services
Colorado
$17.8M +$179K +7,878 +1%
CHJWM
120
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.4M -$113K -4,949 -0.6%
MFGP
121
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.4M -$143K -6,266 -0.8%
TWM
122
Tradition Wealth Management
Minnesota
$17.3M +$96.7K +4,251 +0.5%
JWS
123
Juncture Wealth Strategies
Arizona
$16.9M -$324K -14,247 -2%
MAS
124
Madden Advisory Services
Florida
$16.8M -$66.7K -2,933 -0.4%
RBC
125
Roble Belko & Company
Pennsylvania
$16.4M +$15.9K +698 +0.1%