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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Socha Financial Group
New York
$22.1M +$98.9K +3,534 +0.5%
CBA
127
Coastal Bridge Advisors
Connecticut
$21.2M -$95.2K -3,401 -0.5%
OIA
128
OneDigital Investment Advisors
Kansas
$21.1M -$720K -25,730 -3%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$20.9M -$54.2K -1,935 -0.3%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$20.8M +$1.08M +38,597 +6%
Ameriprise
131
Ameriprise
Minnesota
$20.7M +$4.06M +144,878 +25%
FFN
132
Focus Financial Network
Minnesota
$20.6M +$294K +10,501 +2%
JJBC
133
James J. Burns & Company
New York
$20.4M -$149K -5,338 -0.8%
LW
134
Libra Wealth
California
$20.1M -$474K -16,937 -2%
DKCM
135
Davidson Kahn Capital Management
California
$20M +$2.4M +85,572 +14%
KAS
136
Kestra Advisory Services
Texas
$19.6M +$8.99M +321,274 +90%
FA
137
Fairlight Advisors
California
$19.6M +$18.9M +675,111 New
AFG
138
Atomi Financial Group
New York
$19.4M +$341K +12,191 +2%
RBC
139
Roble Belko & Company
Pennsylvania
$19.3M -$86.4K -3,087 -0.5%
ZF
140
Zhang Financial
Michigan
$19.1M -$167K -5,958 -0.9%
NB
141
Nicolet Bankshares
Wisconsin
$18.8M -$1.39M -49,572 -7%
P
142
&Partners
Tennessee
$18M +$959K +34,259 +6%
BDFN
143
Bond & Devick Financial Network
Minnesota
$17.9M +$229K +8,166 +1%
LCM
144
Liberty Capital Management
Michigan
$17.6M +$17M +608,084 New
VAS
145
Valicenti Advisory Services
New York
$17.5M +$215K +7,677 +1%
IA
146
IFP Advisors
Florida
$17.4M +$846K +30,216 +5%
MAS
147
Madden Advisory Services
Florida
$17.3M -$189K -6,741 -1%
CKAIS
148
Christensen King & Associates Investment Services
Washington
$17.2M -$546K -19,517 -3%
BF
149
Brooklyn FI
New York
$16.6M +$247K +8,827 +2%
LPAM
150
Lodestar Private Asset Management
California
$16.3M -$427K -15,262 -3%