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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
151
Valley Forge Investment Consultants
Pennsylvania
$6.64M +$828K +46,542 +14%
WCM
152
Wealthcare Capital Management
Virginia
$6.58M
BA
153
Ballast Advisors
Minnesota
$6.56M -$61.6K -3,462 -0.9%
LCM
154
Liberty Capital Management
Michigan
$6.56M +$60.7K +3,414 +0.9%
HCA
155
Horan Capital Advisors
Ohio
$6.38M +$290K +16,314 +5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$6.36M +$4.09M +229,764 +167%
SWM
157
SeaCrest Wealth Management
New York
$6.22M +$53K +2,982 +0.8%
JWA
158
JFS Wealth Advisors
Pennsylvania
$6.13M -$340K -19,128 -5%
AIA
159
Arcadia Investment Advisors
Idaho
$6.09M -$23.8K -1,338 -0.4%
SP
160
Successful Portfolios
Florida
$6.05M +$360K +20,220 +6%
PA
161
Planning Alternatives
Michigan
$6.03M -$424K -23,838 -6%
BFPW
162
BOK Financial Private Wealth
Colorado
$5.68M -$302K -16,962 -5%
PFM
163
Peak Financial Management
Massachusetts
$5.6M -$80.1K -4,506 -1%
PA
164
Parallel Advisors
California
$5.54M +$401K +22,566 +8%
RSWM
165
Robertson Stephens Wealth Management
California
$5.44M -$56.2K -3,162 -1%
DTIM
166
Danda Trouve Investment Management
Kansas
$5.43M +$2.2M +123,438 +65%
GAM
167
Garrison Asset Management
Arkansas
$5.4M +$21.6K +1,212 +0.4%
TA
168
TruWealth Advisors
Louisiana
$5.38M +$101K +5,694 +2%
Chevy Chase Trust
169
Chevy Chase Trust
Maryland
$5.26M
FWI
170
Facet Wealth Inc
Maryland
$5.25M -$142K -7,992 -3%
PA
171
PFG Advisors
Arizona
$5.18M +$294K +16,512 +6%
AOWM
172
Alpha Omega Wealth Management
Virginia
$5.15M -$71K -3,990 -1%
BlackRock
173
BlackRock
New York
$5.12M -$211K -11,886 -4%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$5.07M +$496K +27,888 +11%
SFWC
175
Strategic Family Wealth Counselors
New Jersey
$4.91M +$1.6K +90 +0%