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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SeaCrest Wealth Management
New York
$4.5M -$53.7K -4,656 -1%
SP
152
Successful Portfolios
Florida
$4.46M -$867K -75,246 -17%
VCM
153
Vivaldi Capital Management
Illinois
$4.42M -$2.91M -252,114 -43%
MA
154
Modus Advisors
Minnesota
$4.27M -$3.9M -337,962 -49%
ASN
155
Advisory Services Network
Georgia
$4.16M +$249K +21,600 +7%
WCM
156
Whitener Capital Management
North Carolina
$3.99M -$384K -33,330 -9%
DCM
157
Davis Capital Management
Florida
$3.98M +$132K +11,478 +4%
BPA
158
Beacon Pointe Advisors
California
$3.98M -$595K -51,606 -14%
WOSD
159
WFA of San Diego
California
$3.98M +$3.74M +324,612 New
MA
160
Mutual Advisors
Nebraska
$3.94M +$908K +78,738 +32%
MFGP
161
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.94M +$202K +17,514 +6%
AOWM
162
Alpha Omega Wealth Management
Virginia
$3.92M -$61.4K -5,328 -2%
CFO
163
CVA Family Office
Colorado
$3.88M +$1.57M +136,050 +75%
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$3.77M – – –
BCI
165
Brinker Capital Investments
Pennsylvania
$3.76M -$165K -14,346 -4%
PFM
166
Peak Financial Management
Massachusetts
$3.65M -$479K -41,580 -12%
RDWM
167
Red Door Wealth Management
Tennessee
$3.64M +$1.08M +93,720 +46%
OAJ
168
Ogorek Anthony Joseph
New York
$3.63M -$26.9M -2,333,754 -89%
HCA
169
Horan Capital Advisors
Ohio
$3.62M -$74.9K -6,498 -2%
AAG
170
Avalon Advisory Group
Pennsylvania
$3.62M -$1.42M -123,594 -30%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$3.6M +$8.65K +750 +0.3%
SFWC
172
Strategic Family Wealth Counselors
New Jersey
$3.58M -$85.9K -7,452 -2%
RW
173
REDW Wealth
New Mexico
$3.54M +$533K +46,242 +19%
SIA
174
Starfire Investment Advisers
Michigan
$3.52M +$98K +8,502 +3%
LCM
175
Liberty Capital Management
Michigan
$3.46M +$34.5K +2,994 +1%