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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
126
Carmichael Hill & Associates
Maryland
$7.09M +$235K +15,087 +3%
GFS
127
GYL Financial Synergies
Connecticut
$6.96M +$551K +35,403 +8%
AWMG
128
Alliance Wealth Management Group
New Jersey
$6.88M -$1.4M -90,234 -16%
TCM
129
Towercrest Capital Management
Pennsylvania
$6.88M -$1.4M -90,234 -16%
OWM
130
Opes Wealth Management
California
$6.75M +$81.5K +5,241 +1%
MWA
131
Motive Wealth Advisors
Michigan
$6.71M
VFIC
132
Valley Forge Investment Consultants
Pennsylvania
$6.69M +$35.8K +2,304 +0.5%
ZF
133
Zhang Financial
Michigan
$6.62M +$605K +38,913 +9%
Ameriprise
134
Ameriprise
Minnesota
$6.53M +$496K +31,896 +7%
AWS
135
Atria Wealth Solutions
New York
$6.44M +$208K +13,398 +3%
SCM
136
Spreng Capital Management
Ohio
$6.38M -$413K -26,538 -6%
WPW
137
Waldron Private Wealth
Pennsylvania
$6.32M
FPCG
138
Fort Pitt Capital Group
Pennsylvania
$6.22M -$748K -48,078 -10%
SP
139
Successful Portfolios
Florida
$6.2M -$10K -645 -0.1%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$6.04M -$9.33K -600 -0.1%
PS
141
Portfolio Solutions
Michigan
$5.96M -$189K -12,144 -3%
RMC
142
Regis Management Company
California
$5.93M -$4.67K -300 -0.1%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$5.92M +$123K +7,929 +2%
JFG
144
JMG Financial Group
Illinois
$5.75M +$27.4K +1,764 +0.4%
BA
145
Ballast Advisors
Minnesota
$5.64M +$99.5K +6,393 +2%
AA
146
Apriem Advisors
California
$5.56M -$89.1K -5,730 -1%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$5.49M +$93.8K +6,027 +2%
CPA
148
Cardiff Park Advisors
California
$5.41M +$1.5M +96,204 +33%
HCA
149
Horan Capital Advisors
Ohio
$5.39M +$148K +9,522 +3%
BDFN
150
Bond & Devick Financial Network
Minnesota
$5.34M +$187K +11,991 +3%