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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Almanack Investment Partners
Pennsylvania
$14.9M -$638K -29,865 -4%
PP
127
PrairieView Partners
Minnesota
$14.9M -$614K -28,755 -4%
LPAM
128
Lodestar Private Asset Management
California
$14.7M -$154K -7,236 -1%
PRS
129
Pinkerton Retirement Specialists
Idaho
$14.1M -$1.49M -69,963 -10%
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$14M -$82.8K -3,879 -0.6%
Stifel Financial
131
Stifel Financial
Missouri
$14M -$234K -10,956 -2%
RWIA
132
Roger Wittlin Investment Advisory
California
$13.6M +$81.8K +3,831 +0.6%
LW
133
Libra Wealth
California
$13.5M -$67.8K -3,174 -0.5%
SIG
134
Spinnaker Investment Group
California
$13.4M -$326K -15,255 -2%
Empower Advisory Group
135
Empower Advisory Group
Colorado
$13.2M -$409K -19,149 -3%
RJA
136
Raymond James & Associates
Florida
$13M +$1.34M +62,823 +12%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$12.8M -$118K -5,550 -1%
IDA
138
Intelligence Driven Advisers
California
$12.7M -$233K -10,932 -2%
VAS
139
Valicenti Advisory Services
New York
$12.7M +$242K +11,334 +2%
MIA
140
Milestone Investment Advisors
Wisconsin
$12.6M -$289K -13,527 -2%
CAM
141
Cresset Asset Management
Illinois
$12.5M +$5.54M +259,356 +85%
ACA
142
Aptus Capital Advisors
Alabama
$12.5M +$35.6M +1,668,006 +6,851%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$12.5M -$583K -27,309 -5%
WAM
144
Weinberger Asset Management
California
$12.5M +$295K +13,812 +3%
BIP
145
Blue Investment Partners
California
$12.5M +$627K +29,376 +6%
VCP
146
Vista Capital Partners
Oregon
$12.4M -$177K -8,274 -1%
BDFN
147
Bond & Devick Financial Network
Minnesota
$12.4M +$3.29M +154,008 +38%
PCM
148
Passive Capital Management
Maryland
$12.1M -$198K -9,288 -2%
GFS
149
GYL Financial Synergies
Connecticut
$11.8M +$418K +19,596 +4%
CPIG
150
Chicago Partners Investment Group
Illinois
$11.8M +$23.4M +1,096,158 +225%