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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KM
126
Kalos Management
Georgia
$10.7M +$103K +5,586 +1%
RWA
127
Rainsberger Wealth Advisors
Colorado
$10.5M +$10.3M +559,788 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$10.5M -$1.3M -70,914 -11%
SC
129
Savant Capital
Illinois
$10M +$941K +51,150 +11%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$9.74M -$180K -9,810 -2%
EFG
131
Everhart Financial Group
Ohio
$9.6M +$145K +7,866 +2%
DBRC
132
D.B. Root & Company
Pennsylvania
$9.56M +$52K +2,826 +0.6%
PCM
133
Passive Capital Management
Maryland
$9.49M +$9.27M +504,036 New
ICM
134
Islay Capital Management
Texas
$9.49M +$539K +29,322 +6%
Goldman Sachs
135
Goldman Sachs
New York
$9.46M +$7.13M +387,432 +338%
JMPWA
136
JP Morgan Private Wealth Advisors
California
$9.33M +$1.12M +60,810 +14%
WAM
137
Weinberger Asset Management
California
$9.07M +$8.86M +481,500 New
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$9.06M +$1.8M +97,830 +26%
MWA
139
Motive Wealth Advisors
Michigan
$9.04M -$150K -8,148 -2%
CHA
140
Carmichael Hill & Associates
Maryland
$8.96M +$170K +9,246 +2%
IA
141
IFP Advisors
Florida
$8.8M +$266K +14,472 +3%
TA
142
Trellis Advisors
Washington
$8.8M -$531K -28,860 -6%
DTIM
143
Danda Trouve Investment Management
Kansas
$8.73M +$2.76M +150,072 +48%
PS
144
Portfolio Solutions
Michigan
$8.62M -$83.7K -4,548 -1%
WPW
145
Waldron Private Wealth
Pennsylvania
$8.5M
WC
146
Wealth CMT
New Jersey
$8.48M +$8.28M +450,192 New
SBL
147
Sargent Bickham Lagudis
Colorado
$8.46M +$366K +19,878 +5%
OWM
148
Opes Wealth Management
California
$8.38M -$703K -38,190 -8%
SCA
149
Strategic Capital Advisers
Colorado
$8.21M -$115K -6,276 -1%
AA
150
Apriem Advisors
California
$8.2M -$20.4K -1,110 -0.3%