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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
126
Roger Wittlin Investment Advisory
California
$12M +$609K +35,283 +6%
Stifel Financial
127
Stifel Financial
Missouri
$11.8M +$294K +17,025 +3%
IDA
128
Intelligence Driven Advisers
California
$11.8M -$575K -33,288 -5%
LW
129
Libra Wealth
California
$11.7M -$489K -28,323 -4%
MIA
130
Milestone Investment Advisors
Wisconsin
$11.7M -$319K -18,462 -3%
DCM
131
Davis Capital Management
Florida
$11.4M +$10.6M +613,245 New
RWA
132
Rainsberger Wealth Advisors
Colorado
$11.3M -$122K -7,074 -1%
VCP
133
Vista Capital Partners
Oregon
$11M +$308K +17,856 +3%
Empower Advisory Group
134
Empower Advisory Group
Colorado
$10.9M +$1.22M +70,539 +14%
EE
135
EWG Elevate
California
$10.7M +$1.82M +105,315 +22%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$10.6M -$165K -9,570 -2%
WAM
137
Weinberger Asset Management
California
$10.5M -$165K -9,579 -2%
VAS
138
Valicenti Advisory Services
New York
$10.4M -$5.03K -291 -0.1%
PCM
139
Passive Capital Management
Maryland
$10.4M -$858K -49,698 -8%
AWM
140
AE Wealth Management
Kansas
$10.1M -$8.68M -502,545 -49%
OWM
141
Opes Wealth Management
California
$10M +$164K +9,501 +2%
Lido Advisors
142
Lido Advisors
California
$9.86M +$120K +6,936 +1%
GFS
143
GYL Financial Synergies
Connecticut
$9.8M +$138K +7,989 +2%
SWM
144
SigFig Wealth Management
California
$9.73M +$31.5K +1,824 +0.3%
AIP
145
Almanack Investment Partners
Pennsylvania
$9.66M +$5.29M +306,312 +143%
BRWA
146
B. Riley Wealth Advisors
Florida
$9.54M +$162K +9,354 +2%
AFG
147
Atomi Financial Group
New York
$9.52M +$8.86M +512,967 New
TCM
148
Towercrest Capital Management
Pennsylvania
$9.49M +$8.08K +468 +0.1%
AWMG
149
Alliance Wealth Management Group
New Jersey
$9.48M +$8.83M +511,035 New
DBRC
150
D.B. Root & Company
Pennsylvania
$9.46M +$139K +8,034 +2%