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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
126
Ironwood Wealth Management (Arizona)
Arizona
$4.99M -$101K -8,706 -2%
CFMC
127
Curbstone Financial Management Corp
New Hampshire
$4.97M +$359K +31,080 +8%
WCM
128
Whitener Capital Management
North Carolina
$4.85M +$185K +16,014 +4%
SWM
129
SeaCrest Wealth Management
New York
$4.78M -$231K -19,974 -5%
RW
130
RVW Wealth
California
$4.64M -$167K -14,490 -4%
CHA
131
Carmichael Hill & Associates
Maryland
$4.59M +$142K +12,324 +3%
PFM
132
Peak Financial Management
Massachusetts
$4.3M -$27.2K -2,352 -0.6%
BWI
133
Beacon Wealthcare Inc
North Carolina
$4.28M -$37.9K -3,282 -0.9%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$4.23M +$226K +19,602 +6%
WKWM
135
Walter & Keenan Wealth Management
Indiana
$4.22M -$2.58M -223,770 -38%
ACA
136
Ackerman Capital Advisors
Texas
$3.95M
AOWM
137
Alpha Omega Wealth Management
Virginia
$3.95M -$187K -16,194 -5%
5L
138
55I LLC
Massachusetts
$3.87M -$264K -22,824 -6%
BCI
139
Brinker Capital Investments
Pennsylvania
$3.87M -$11.9K -1,032 -0.3%
PWMG
140
Prestige Wealth Management Group
New Jersey
$3.85M -$415K -35,952 -10%
MWP
141
MYCIO Wealth Partners
Pennsylvania
$3.78M +$762K +65,970 +26%
PAG
142
Private Advisor Group
New Jersey
$3.7M -$893K -77,346 -20%
SIA
143
Starfire Investment Advisers
Michigan
$3.66M +$31.7K +2,742 +0.9%
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$3.63M
SA
145
Shilanski & Associates
Alaska
$3.57M +$3.5M +303,324 New
LCM
146
Liberty Capital Management
Michigan
$3.55M +$2.11M +182,790 +154%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$3.46M +$1.15M +99,294 +51%
MWM
148
MinichMacGregor Wealth Management
New York
$3.35M +$188K +16,254 +6%
IF
149
Ironwood Financial
Arizona
$3.33M +$131K +11,340 +4%
FG
150
Fiduciary Group
Georgia
$3.33M -$7.69K -666 -0.2%