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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
126
RVW Wealth
California
$4.65M +$4.47M +409,620 New
WCM
127
Whitener Capital Management
North Carolina
$4.5M +$173K +15,864 +4%
PAG
128
Private Advisor Group
New Jersey
$4.45M +$3.88M +355,170 +965%
CFMC
129
Curbstone Financial Management Corp
New Hampshire
$4.45M +$49.1K +4,500 +1%
LCC
130
Lincoln Capital Corp
Rhode Island
$4.44M -$503K -46,020 -11%
SBL
131
Sargent Bickham Lagudis
Colorado
$4.37M +$525K +48,114 +14%
CHA
132
Carmichael Hill & Associates
Maryland
$4.29M -$102K -9,300 -2%
PFM
133
Peak Financial Management
Massachusetts
$4.18M +$36K +3,294 +0.9%
BWI
134
Beacon Wealthcare Inc
North Carolina
$4.17M -$1.33M -121,662 -25%
PWMG
135
Prestige Wealth Management Group
New Jersey
$4.12M -$436K -39,912 -10%
5L
136
55I LLC
Massachusetts
$4M -$878K -80,448 -19%
AOWM
137
Alpha Omega Wealth Management
Virginia
$3.99M -$65.7K -6,018 -2%
SFWC
138
Strategic Family Wealth Counselors
New Jersey
$3.86M +$155K +14,232 +4%
BCI
139
Brinker Capital Investments
Pennsylvania
$3.74M -$1.61M -147,594 -31%
GA
140
Gateway Advisory
New Jersey
$3.65M -$499K -45,678 -12%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$3.63M -$164K -15,000 -5%
SIA
142
Starfire Investment Advisers
Michigan
$3.5M +$7.67K +702 +0.2%
IDA
143
Intelligence Driven Advisers
California
$3.42M +$356K +32,598 +12%
AG
144
Advisor Group
Arizona
$3.41M +$861K +78,864 +36%
ZF
145
Zhang Financial
Michigan
$3.34M +$468K +42,822 +17%
FG
146
Fiduciary Group
Georgia
$3.22M +$34.4K +3,150 +1%
JMPWA
147
JP Morgan Private Wealth Advisors
California
$3.14M +$52.9K +4,842 +2%
BPWA
148
Beacon Pointe Wealth Advisors
California
$3.11M -$197K -18,060 -6%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$3.11M +$1.84M +168,054 +158%
CG
150
CFO4Life Group
Texas
$3.1M +$4.85K +444 +0.2%