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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Weinberger Asset Management
California
$8.28M +$990K +61,683 +12%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$8.09M +$151K +9,387 +2%
SFA
128
Sequoia Financial Advisors
Ohio
$8.06M -$513K -31,983 -6%
TA
129
Trellis Advisors
Washington
$7.82M +$905K +56,394 +12%
RIM
130
Rockbridge Investment Management
New York
$7.72M -$1.91M -118,977 -18%
DBRC
131
D.B. Root & Company
Pennsylvania
$7.67M +$127K +7,920 +2%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$7.56M +$2.02M +125,991 +33%
SCM
133
Spreng Capital Management
Ohio
$7.33M -$4.26M -265,587 -36%
FPCG
134
Fort Pitt Capital Group
Pennsylvania
$7.26M -$1.04M -64,887 -12%
CHA
135
Carmichael Hill & Associates
Maryland
$7.24M +$159K +9,885 +2%
MWA
136
Motive Wealth Advisors
Michigan
$7.07M -$2.31K -144 -0%
OWM
137
Opes Wealth Management
California
$7.02M +$314K +19,542 +4%
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$7.01M +$6.55K +408 +0.1%
OFW
139
Omnia Family Wealth
Florida
$6.85M +$7.1M +442,569 +1,994%
GFS
140
GYL Financial Synergies
Connecticut
$6.8M -$107K -6,696 -1%
WPW
141
Waldron Private Wealth
Pennsylvania
$6.65M +$2.89K +180 +0%
TFF
142
The Family Firm
Maryland
$6.65M +$219K +13,659 +3%
AWS
143
Atria Wealth Solutions
New York
$6.58M -$310K -19,317 -4%
SP
144
Successful Portfolios
Florida
$6.53M +$667K +41,571 +10%
PS
145
Portfolio Solutions
Michigan
$6.45M -$247K -15,387 -3%
Ameriprise
146
Ameriprise
Minnesota
$6.43M +$4.44M +276,774 +175%
ZF
147
Zhang Financial
Michigan
$6.39M +$296K +18,441 +4%
CFMC
148
Curbstone Financial Management Corp
New Hampshire
$6.36M -$95.8K -5,970 -1%
RMC
149
Regis Management Company
California
$6.25M -$1.01M -62,655 -13%
SCA
150
Strategic Capital Advisers
Colorado
$6.22M +$141K +8,778 +2%