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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$9.68M +$266K +15,387 +3%
VCP
127
Vista Capital Partners
Oregon
$9.58M -$716K -41,346 -7%
WAM
128
Weinberger Asset Management
California
$9.52M -$35.3K -2,037 -0.4%
VAS
129
Valicenti Advisory Services
New York
$9.35M -$1.89M -108,963 -16%
TA
130
Trellis Advisors
Washington
$9.1M -$81.4K -4,701 -0.9%
OWM
131
Opes Wealth Management
California
$8.82M +$878K +50,721 +11%
Lido Advisors
132
Lido Advisors
California
$8.72M -$210K -12,153 -2%
GFS
133
GYL Financial Synergies
Connecticut
$8.64M +$369K +21,303 +4%
Empower Advisory Group
134
Empower Advisory Group
Colorado
$8.59M +$89.5K +5,169 +1%
TCM
135
Towercrest Capital Management
Pennsylvania
$8.49M -$513K -29,664 -5%
BRWA
136
B. Riley Wealth Advisors
Florida
$8.38M -$26K -1,500 -0.3%
Goldman Sachs
137
Goldman Sachs
New York
$8.37M +$913K +52,761 +12%
RIM
138
Rockbridge Investment Management
New York
$8.36M -$331K -19,140 -4%
DBRC
139
D.B. Root & Company
Pennsylvania
$8.34M -$3.38K -195 -0%
PCIA
140
Prime Capital Investment Advisors
Kansas
$8.33M -$21.2K -1,227 -0.2%
EFG
141
Everhart Financial Group
Ohio
$8.33M -$394K -22,770 -4%
JJBC
142
James J. Burns & Company
New York
$8.26M +$8K +462 +0.1%
TW
143
Transform Wealth
Colorado
$8.2M -$8.55M -494,148 -50%
RMC
144
Regis Management Company
California
$8.04M +$309K +17,850 +4%
MWA
145
Motive Wealth Advisors
Michigan
$7.97M
LEFP
146
Leading Edge Financial Planning
Tennessee
$7.93M +$2.7M +156,264 +49%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$7.89M +$421K +24,300 +5%
EE
148
EWG Elevate
California
$7.87M -$220K -12,687 -3%
EFN
149
Equita Financial Network
Pennsylvania
$7.84M +$8.16M +471,636 New
CHA
150
Carmichael Hill & Associates
Maryland
$7.78M +$67.1K +3,879 +0.8%