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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$23.9M -$1.33M -50,695 -5%
VNA
102
Valley National Advisers
Pennsylvania
$23.6M -$4.3M -163,714 -15%
WC
103
Wynn Capital
Georgia
$23.4M +$792K +30,187 +3%
CHJWM
104
Carlton Hofferkamp & Jenks Wealth Management
Texas
$23.4M -$240K -9,154 -1%
MWP
105
Meridian Wealth Partners
Pennsylvania
$23.1M +$678K +25,847 +3%
SI
106
Stonekeep Investments
New Mexico
$23M +$817K +31,144 +4%
GLR
107
Great Lakes Retirement
Ohio
$22.9M -$36.6K -1,396 -0.2%
SF
108
Schaeffer Financial
Maryland
$22.6M +$537K +20,451 +2%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$21.8M +$13.2M +502,001 +137%
AWM
110
Avior Wealth Management
Nebraska
$21.7M +$454K +17,308 +2%
Corient Private Wealth
111
Corient Private Wealth
Florida
$21.6M -$21.1M -802,438 -48%
BIM
112
Breakwater Investment Management
Washington
$21.5M -$363K -13,837 -2%
IAS
113
IMA Advisory Services
Colorado
$21.4M -$493K -18,807 -2%
Lido Advisors
114
Lido Advisors
California
$21.2M +$1.24M +47,425 +6%
Osaic Holdings
115
Osaic Holdings
Arizona
$21.2M +$954K +36,347 +4%
DCM
116
Davis Capital Management
Florida
$21M +$934K +35,582 +4%
GWM
117
Global Wealth Management
New Jersey
$20.5M -$1.6M -60,847 -7%
UCFA
118
United Capital Financial Advisors
Texas
$20.2M -$637K -24,273 -3%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$20.1M -$43.1K -1,641 -0.2%
VCP
120
Vista Capital Partners
Oregon
$20.1M -$143K -5,434 -0.7%
AssetMark Inc
121
AssetMark Inc
California
$19.9M -$582K -22,170 -3%
NSG
122
Nalls Sherbakoff Group
Tennessee
$19.8M -$515K -19,642 -2%
WFS
123
Walker Financial Services
Kentucky
$19.7M +$4.29M +163,491 +26%
TWM
124
Tradition Wealth Management
Minnesota
$19.5M -$531K -20,229 -3%
DF
125
Downshift Financial
Colorado
$19.2M +$7.91M +301,363 +75%