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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tanglewood Wealth Management
Texas
$17M +$49.2K +2,156 +0.3%
JJBC
127
James J. Burns & Company
New York
$16.8M -$283K -12,389 -2%
ECM
128
Elgethun Capital Management
South Dakota
$16.1M -$318K -13,912 -2%
GVAG
129
Great Valley Advisor Group
Delaware
$16.1M -$2.04M -89,343 -11%
Corient Private Wealth
130
Corient Private Wealth
Florida
$15.8M -$1.86M -81,288 -10%
AFG
131
Atomi Financial Group
New York
$15.8M +$4.66M +204,203 +42%
DCM
132
Davis Capital Management
Florida
$15.7M +$157K +6,892 +1%
CKAIS
133
Christensen King & Associates Investment Services
Washington
$15.3M -$392K -17,176 -3%
Osaic Holdings
134
Osaic Holdings
Arizona
$14.9M -$16M -701,912 -52%
PP
135
PrairieView Partners
Minnesota
$14.8M -$490K -21,470 -3%
LPAM
136
Lodestar Private Asset Management
California
$14.5M -$520K -22,772 -3%
EI
137
Ellevest Inc
New York
$14.4M -$2.1M -91,984 -13%
Stifel Financial
138
Stifel Financial
Missouri
$14.4M +$78.2K +3,422 +0.5%
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$14.3M -$44.1K -1,932 -0.3%
RWIA
140
Roger Wittlin Investment Advisory
California
$14.2M +$259K +11,321 +2%
MIA
141
Milestone Investment Advisors
Wisconsin
$13.6M +$647K +28,322 +5%
LW
142
Libra Wealth
California
$13.5M -$286K -12,517 -2%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$13.5M +$407K +17,823 +3%
SIG
144
Spinnaker Investment Group
California
$13.1M -$668K -29,265 -5%
AIP
145
Almanack Investment Partners
Pennsylvania
$13M -$2.27M -99,550 -15%
BIP
146
Blue Investment Partners
California
$13M +$193K +8,442 +2%
VAS
147
Valicenti Advisory Services
New York
$12.9M -$48.1K -2,106 -0.4%
CPIG
148
Chicago Partners Investment Group
Illinois
$12.9M -$23.3M -1,018,084 -64%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$12.7M +$1.08M +47,137 +9%
WAM
150
Weinberger Asset Management
California
$12.6M -$173K -7,569 -1%