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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWI
151
Beacon Wealthcare Inc
North Carolina
$3.37M +$18.3K +1,512 +0.5%
Ameriprise
152
Ameriprise
Minnesota
$3.28M +$1M +82,674 +34%
AOWM
153
Alpha Omega Wealth Management
Virginia
$3.27M -$83.7K -6,918 -2%
WFA
154
Wade Financial Advisory
California
$3.26M +$1.76M +145,716 +82%
BCI
155
Brinker Capital Investments
Pennsylvania
$3.24M +$257K +21,252 +7%
PS
156
Portfolio Solutions
Michigan
$3.23M +$349K +28,860 +10%
ASN
157
Advisory Services Network
Georgia
$3.2M -$180K -14,904 -4%
DCM
158
Davis Capital Management
Florida
$3.16M +$3.8M +313,872 New
RSWM
159
Robertson Stephens Wealth Management
California
$3.15M +$3.79M +312,804 New
Chevy Chase Trust
160
Chevy Chase Trust
Maryland
$3.1M -$436 -36 -0%
MFGP
161
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.06M -$857K -70,848 -19%
HCA
162
Horan Capital Advisors
Ohio
$3.04M +$2.21M +182,502 +153%
MCCP
163
Mission Creek Capital Partners
California
$3.02M +$3.63M +300,138 New
SFWC
164
Strategic Family Wealth Counselors
New Jersey
$3.02M -$395K -32,664 -10%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$2.95M +$459K +37,896 +15%
SFA
166
Sequoia Financial Advisors
Ohio
$2.91M +$1.05M +86,592 +43%
IWMA
167
Ironwood Wealth Management (Arizona)
Arizona
$2.88M -$1.1M -91,134 -24%
JIC
168
Johnson Investment Counsel
Ohio
$2.87M -$166K -13,734 -5%
LCM
169
Liberty Capital Management
Michigan
$2.82M -$1.27M -104,730 -27%
SIA
170
Starfire Investment Advisers
Michigan
$2.81M -$291K -24,060 -8%
DADC
171
D.A. Davidson & Co
Montana
$2.8M +$265K +21,936 +9%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$2.75M -$185K -15,252 -5%
MPI
173
Mairs & Power Inc
Minnesota
$2.74M – – –
VVP
174
Venture Visionary Partners
Ohio
$2.74M -$434K -35,856 -12%
BCM
175
Boltwood Capital Management
California
$2.72M +$82.7K +6,834 +3%