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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
151
Sheets Smith Wealth Management
North Carolina
$3.59M +$108K +9,168 +3%
MFGP
152
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.56M +$427K +36,138 +14%
FG
153
Fiduciary Group
Georgia
$3.32M -$33.8K -2,862 -1%
CG
154
CFO4Life Group
Texas
$3.31M +$57.9K +4,896 +2%
BAM
155
Belpointe Asset Management
Nevada
$3.28M +$711K +60,186 +28%
FA
156
Faithward Advisors
Pennsylvania
$3.28M +$3.28M +277,200 New
PS
157
Portfolio Solutions
Michigan
$3.25M -$3.95M -334,638 -55%
ASN
158
Advisory Services Network
Georgia
$3.25M
JHCP
159
Jackson Hole Capital Partners
Oklahoma
$3.24M -$27.4K -2,322 -0.8%
Citadel Advisors
160
Citadel Advisors
Florida
$3.23M +$3.23M +273,096 New
MPI
161
Mairs & Power Inc
Minnesota
$3.22M
ZF
162
Zhang Financial
Michigan
$3.18M -$116K -9,846 -4%
5L
163
55I LLC
Massachusetts
$3.17M -$726K -61,422 -19%
DADC
164
D.A. Davidson & Co
Montana
$3.12M -$26.1K -2,208 -0.8%
BPWA
165
Beacon Pointe Wealth Advisors
California
$3.11M +$41.3K +3,492 +1%
NI
166
NYL Investors
New York
$3.1M +$56.7K +4,800 +2%
BCM
167
Boltwood Capital Management
California
$3.08M +$120K +10,134 +4%
LRPA
168
L. Roy Papp & Associates
Arizona
$3.06M -$76.8K -6,498 -2%
SAM
169
Sawgrass Asset Management
Florida
$3.06M
William Blair & Company
170
William Blair & Company
Illinois
$3.05M +$555K +46,962 +22%
PV
171
Private Vista
Illinois
$3.04M +$419K +35,466 +16%
MWP
172
MYCIO Wealth Partners
Pennsylvania
$3M -$802K -67,842 -21%
JWA
173
JFS Wealth Advisors
Pennsylvania
$2.97M +$3.83K +324 +0.1%
ADL
174
Asset Dedication LLC
California
$2.97M +$116K +9,792 +4%
GVAG
175
Great Valley Advisor Group
Delaware
$2.94M +$106K +8,964 +4%