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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
126
Walter & Keenan Wealth Management
Indiana
$4.55M +$31.1K +2,874 +0.6%
SC
127
Savant Capital
Illinois
$4.51M -$56.3K -5,208 -1%
TI
128
Truepoint Inc
Ohio
$4.39M +$4.75M +439,398 New
LCC
129
Lincoln Capital Corp
Rhode Island
$4.37M +$196K +18,144 +4%
5L
130
55I LLC
Massachusetts
$4.32M +$4.68M +432,852 New
IWMA
131
Ironwood Wealth Management (Arizona)
Arizona
$4.28M -$33.6K -3,108 -0.7%
GVAG
132
Great Valley Advisor Group
Delaware
$4.23M +$3.07M +283,800 New
AA
133
Apriem Advisors
California
$4.21M +$2.65M +244,632 +138%
RMC
134
Regis Management Company
California
$4.19M -$2.16M -200,202 -32%
PWMG
135
Prestige Wealth Management Group
New Jersey
$4.03M +$4.36M +402,996 New
CHA
136
Carmichael Hill & Associates
Maryland
$3.87M +$126K +11,610 +3%
CFMC
137
Curbstone Financial Management Corp
New Hampshire
$3.87M +$5.19K +480 +0.1%
NDSI
138
Newman Dignan & Sheerar Inc
Rhode Island
$3.85M +$3.75M +346,974 +901%
WCM
139
Whitener Capital Management
North Carolina
$3.8M +$9.28K +858 +0.2%
JWA
140
JFS Wealth Advisors
Pennsylvania
$3.73M +$1.51M +139,932 +60%
GA
141
Gateway Advisory
New Jersey
$3.67M -$1.9M -175,908 -32%
VCAM
142
Van Cleef Asset Management
Ohio
$3.66M +$3.96M +366,588 New
PFM
143
Peak Financial Management
Massachusetts
$3.65M +$627K +57,960 +19%
AOWM
144
Alpha Omega Wealth Management
Virginia
$3.58M -$64.8K -5,994 -2%
KM
145
Kalos Management
Georgia
$3.49M +$3.07M +283,824 New
PA
146
Perennial Advisors
New York
$3.45M +$3.1M +287,010 +495%
SBL
147
Sargent Bickham Lagudis
Colorado
$3.37M +$744K +68,802 +26%
RAG
148
Roof Advisory Group
Pennsylvania
$3.31M +$3.39M +313,122 +1,717%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$3.27M +$311K +28,770 +10%
SFWC
150
Strategic Family Wealth Counselors
New Jersey
$3.26M +$3.52M +325,980 New