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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$20.8M +$110K +4,237 +0.5%
SL
127
Sentinus LLC
Illinois
$20.4M +$20.2M +777,682 New
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$20.2M +$326K +12,533 +2%
CBA
129
Coastal Bridge Advisors
Connecticut
$19.4M -$195K -7,477 -1%
RBC
130
Roble Belko & Company
Pennsylvania
$19.3M -$352K -13,508 -2%
LW
131
Libra Wealth
California
$19.3M -$461K -17,700 -2%
BCWM
132
Bartlett & Co Wealth Management
Ohio
$19.1M -$8.3M -318,721 -30%
MFG
133
MidWestOne Financial Group
Iowa
$18.9M +$3.02M +115,901 +19%
JJBC
134
James J. Burns & Company
New York
$18.8M +$41.9K +1,609 +0.2%
MAS
135
Madden Advisory Services
Florida
$18.3M -$945K -36,294 -5%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$18.3M +$53.4K +2,052 +0.3%
FFA
137
Farther Finance Advisors
California
$17.4M +$5.92M +227,602 +52%
FFN
138
Focus Financial Network
Minnesota
$17.4M +$301K +11,574 +2%
AFG
139
Atomi Financial Group
New York
$17.3M +$509K +19,540 +3%
ZF
140
Zhang Financial
Michigan
$17M -$62.8K -2,411 -0.4%
WFS
141
Walker Financial Services
Kentucky
$16.3M +$5.04M +193,690 +45%
CKAIS
142
Christensen King & Associates Investment Services
Washington
$16.1M -$129K -4,973 -0.8%
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$15.9M -$235K -9,039 -1%
LPAM
144
Lodestar Private Asset Management
California
$15.8M -$419K -16,090 -3%
TNA
145
True North Advisors
Texas
$15.6M +$15.5M +595,340 New
Empower Advisory Group
146
Empower Advisory Group
Colorado
$15.5M +$2.91M +111,614 +23%
BDFN
147
Bond & Devick Financial Network
Minnesota
$15.4M +$263K +10,116 +2%
AA
148
Ashford Advisors
New York
$15.1M -$512K -19,660 -3%
P
149
&Partners
Tennessee
$15.1M +$12.6M +483,850 +541%
Ameriprise
150
Ameriprise
Minnesota
$15M +$814K +31,273 +6%