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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$25.7M +$375K +14,417 +2%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$24.8M -$3.46M -132,726 -12%
SFP
103
Strategic Financial Planning
Texas
$24.6M -$2.71M -104,106 -10%
IDA
104
Intelligence Driven Advisers
California
$24.3M -$2.4M -92,008 -9%
AllianceBernstein
105
AllianceBernstein
Tennessee
$24.1M +$10.6M +405,659 +79%
GLR
106
Great Lakes Retirement
Ohio
$24M +$363K +13,928 +2%
WC
107
Wynn Capital
Georgia
$23.7M +$401K +15,413 +2%
MWP
108
Meridian Wealth Partners
Pennsylvania
$23.5M -$59.4K -2,281 -0.3%
SI
109
Stonekeep Investments
New Mexico
$23.2M +$12.3K +471 +0.1%
SF
110
Schaeffer Financial
Maryland
$23.1M +$94.2K +3,618 +0.4%
GWM
111
Global Wealth Management
New Jersey
$23M -$1.96M -75,406 -8%
IAS
112
IMA Advisory Services
Colorado
$22.9M +$1.09M +41,745 +5%
BIM
113
Breakwater Investment Management
Washington
$22.9M -$395K -15,182 -2%
CHJWM
114
Carlton Hofferkamp & Jenks Wealth Management
Texas
$22.5M +$102K +3,904 +0.5%
Corient Private Wealth
115
Corient Private Wealth
Florida
$22.2M +$1.9M +73,118 +9%
AWM
116
Avior Wealth Management
Nebraska
$22.2M -$55.4K -2,129 -0.3%
UCFA
117
United Capital Financial Advisors
Texas
$21.7M -$672K -25,802 -3%
AssetMark Inc
118
AssetMark Inc
California
$21.3M +$222K +8,546 +1%
Osaic Holdings
119
Osaic Holdings
Arizona
$21.2M -$1.11M -42,534 -5%
NSG
120
Nalls Sherbakoff Group
Tennessee
$21.2M -$1.28M -49,171 -6%
TWM
121
Tanglewood Wealth Management
Texas
$21.1M -$3.02M -116,110 -13%
VCP
122
Vista Capital Partners
Oregon
$21.1M -$364K -13,976 -2%
DCM
123
Davis Capital Management
Florida
$21M +$325K +12,487 +2%
SFG
124
Socha Financial Group
New York
$21M -$2.84M -109,195 -12%
TWM
125
Tradition Wealth Management
Minnesota
$20.9M -$311K -11,964 -1%