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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
101
Breakwater Investment Management
Washington
$22.3M -$225K -10,209 -1%
SFG
102
Socha Financial Group
New York
$22.2M -$50M -2,271,625 -71%
PAYA
103
Phil A. Younker & Associates
Alaska
$22M -$1.76M -80,051 -8%
TWM
104
Tanglewood Wealth Management
Texas
$22M +$5.45M +247,300 +37%
HI
105
Harbour Investments
Wisconsin
$22M +$665K +30,182 +3%
GLR
106
Great Lakes Retirement
Ohio
$21.4M +$232K +10,535 +1%
VCP
107
Vista Capital Partners
Oregon
$21.2M +$8.06M +365,760 +70%
MWP
108
Meridian Wealth Partners
Pennsylvania
$21M +$588K +26,686 +3%
DW
109
Dodds Wealth
Colorado
$20.9M +$358K +16,274 +2%
CHJWM
110
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.9M -$178K -8,087 -0.9%
SNWA
111
Siligmueller & Norvid Wealth Advisors
Illinois
$20.9M +$788K +35,768 +4%
WC
112
Wynn Capital
Georgia
$20.7M +$77.6K +3,522 +0.4%
UCFA
113
United Capital Financial Advisors
Texas
$20.6M -$608K -27,601 -3%
SI
114
Stonekeep Investments
New Mexico
$20.5M +$79.6K +3,615 +0.4%
SF
115
Schaeffer Financial
Maryland
$20.5M +$359K +16,314 +2%
NSG
116
Nalls Sherbakoff Group
Tennessee
$20.3M +$270K +12,253 +1%
IAS
117
IMA Advisory Services
Colorado
$20.3M +$541K +24,571 +3%
AWM
118
Avior Wealth Management
Nebraska
$20.1M -$3.69M -167,679 -17%
CCA
119
Cobblestone Capital Advisors
New York
$19.6M -$324K -14,707 -2%
TWM
120
Tradition Wealth Management
Minnesota
$19.4M +$195K +8,856 +1%
AssetMark Inc
121
AssetMark Inc
California
$19M +$14.8M +671,862 +530%
Lido Advisors
122
Lido Advisors
California
$18.8M +$678K +30,797 +4%
LW
123
Libra Wealth
California
$18.1M +$3.81M +172,834 +29%
RBC
124
Roble Belko & Company
Pennsylvania
$18.1M -$12.1K -550 -0.1%
MAS
125
Madden Advisory Services
Florida
$18.1M -$453K -20,556 -3%