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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
151
WFA of San Diego
California
$4.24M -$67.8K -5,160 -2%
VCM
152
Vivaldi Capital Management
Illinois
$4.17M -$498K -37,866 -11%
AOWM
153
Alpha Omega Wealth Management
Virginia
$4.12M -$121K -9,234 -3%
WCM
154
Whitener Capital Management
North Carolina
$4.12M -$205K -15,576 -5%
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$4.09M +$5.44K +414 +0.1%
PFM
156
Peak Financial Management
Massachusetts
$4.03M +$70.1K +5,334 +2%
OAJ
157
Ogorek Anthony Joseph
New York
$3.93M -$7.57K -576 -0.2%
BPA
158
Beacon Pointe Advisors
California
$3.87M -$440K -33,444 -10%
HCA
159
Horan Capital Advisors
Ohio
$3.87M -$57.3K -4,356 -1%
RDWM
160
Red Door Wealth Management
Tennessee
$3.84M -$115K -8,718 -3%
WKWM
161
Walter & Keenan Wealth Management
Indiana
$3.77M -$1.26M -95,502 -25%
RW
162
REDW Wealth
New Mexico
$3.74M -$98.4K -7,482 -3%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$3.72M -$161K -12,276 -4%
MCCP
164
Mission Creek Capital Partners
California
$3.72M -$33K -2,508 -0.9%
RSWM
165
Robertson Stephens Wealth Management
California
$3.72M +$521K +39,594 +16%
JMPWA
166
JP Morgan Private Wealth Advisors
California
$3.66M -$236K -17,970 -6%
JIC
167
Johnson Investment Counsel
Ohio
$3.63M -$42.8K -3,258 -1%
MPI
168
Mairs & Power Inc
Minnesota
$3.61M
KF
169
Krilogy Financial
Missouri
$3.61M +$518K +39,408 +17%
AAG
170
Avalon Advisory Group
Pennsylvania
$3.59M -$325K -24,714 -8%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$3.59M +$1.09M +82,824 +44%
RWM
172
RKL Wealth Management
Pennsylvania
$3.54M +$38.5K +2,928 +1%
BCM
173
Boltwood Capital Management
California
$3.48M -$22.4K -1,704 -0.6%
PWSG
174
Pacific Wealth Strategies Group
California
$3.45M +$419K +31,890 +14%
GVAG
175
Great Valley Advisor Group
Delaware
$3.35M +$149K +11,310 +5%