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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
126
Rockbridge Investment Management
New York
$8.65M +$599K +39,861 +7%
FOA
127
Five Oceans Advisors
California
$8.61M +$57.3K +3,813 +0.7%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$8.55M +$98.1K +6,525 +1%
KF
129
Krilogy Financial
Missouri
$8.45M -$1.09M -72,561 -11%
TA
130
Trellis Advisors
Washington
$8.4M -$383K -25,485 -4%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$8.12M -$65.3K -4,347 -0.8%
LW
132
Libra Wealth
California
$8.07M -$712K -47,409 -8%
EFG
133
Everhart Financial Group
Ohio
$7.98M +$118K +7,845 +1%
DBRC
134
D.B. Root & Company
Pennsylvania
$7.9M +$178K +11,850 +2%
BRWA
135
B. Riley Wealth Advisors
Florida
$7.77M -$1.02M -67,920 -12%
SFA
136
Sequoia Financial Advisors
Ohio
$7.72M -$77.7K -5,169 -1%
CHA
137
Carmichael Hill & Associates
Maryland
$7.32M -$250K -16,629 -3%
AWMG
138
Alliance Wealth Management Group
New Jersey
$7.22M -$122K -8,112 -2%
TCM
139
Towercrest Capital Management
Pennsylvania
$7.22M -$122K -8,112 -2%
SP
140
Successful Portfolios
Florida
$7.21M +$595K +39,612 +9%
WC
141
Wealth CMT
New Jersey
$7.21M +$2.63M +174,807 +57%
MWA
142
Motive Wealth Advisors
Michigan
$7.17M
VFIC
143
Valley Forge Investment Consultants
Pennsylvania
$7.09M -$59K -3,924 -0.8%
ZF
144
Zhang Financial
Michigan
$7.08M +$17.6K +1,173 +0.2%
RWIA
145
Roger Wittlin Investment Advisory
California
$7.03M +$7.08M +470,853 New
RJFSA
146
Raymond James Financial Services Advisors
Florida
$6.98M +$665K +44,250 +10%
Ameriprise
147
Ameriprise
Minnesota
$6.79M -$702K -46,698 -10%
FPCG
148
Fort Pitt Capital Group
Pennsylvania
$6.64M -$766 -51 -0%
PP
149
Pegasus Partners
Wisconsin
$6.61M +$2.24M +149,097 +51%
SCM
150
Spreng Capital Management
Ohio
$6.51M -$294K -19,536 -4%