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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMC
151
Regis Management Company
California
$8.07M -$16.2K -882 -0.2%
BIP
152
Blueprint Investment Partners
North Carolina
$8.03M +$157K +8,532 +2%
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$8M +$82.8K +4,500 +1%
TFF
154
The Family Firm
Maryland
$7.88M +$82.3K +4,476 +1%
JFG
155
JMG Financial Group
Illinois
$7.86M -$154K -8,388 -2%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$7.82M +$458K +24,900 +6%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$7.72M -$336K -18,240 -4%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$7.56M -$65.2K -3,546 -0.9%
OFG
159
Orcam Financial Group
California
$7.47M +$7.3M +396,792 New
FA
160
Fagan Associates
New York
$7.46M -$1.46M -79,104 -17%
BA
161
Ballast Advisors
Minnesota
$7.29M +$143K +7,776 +2%
LCM
162
Liberty Capital Management
Michigan
$7.27M +$130K +7,062 +2%
HCA
163
Horan Capital Advisors
Ohio
$7.15M +$207K +11,250 +3%
SP
164
Successful Portfolios
Florida
$7.06M +$470K +25,572 +7%
CFO
165
CVA Family Office
Colorado
$6.75M -$54.4K -2,958 -0.8%
JWA
166
JFS Wealth Advisors
Pennsylvania
$6.66M -$10.7K -582 -0.2%
BDFN
167
Bond & Devick Financial Network
Minnesota
$6.62M -$2.96M -160,764 -31%
SWM
168
SeaCrest Wealth Management
New York
$6.58M -$183K -9,942 -3%
AIA
169
Arcadia Investment Advisors
Idaho
$6.55M -$74K -4,020 -1%
PA
170
Planning Alternatives
Michigan
$6.27M -$288K -15,654 -4%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$6.23M +$694K +37,710 +13%
PAG
172
Private Advisor Group
New Jersey
$6.12M -$3.38M -183,864 -36%
RSWM
173
Robertson Stephens Wealth Management
California
$6.09M +$170K +9,228 +3%
PA
174
PFG Advisors
Arizona
$6.06M +$418K +22,704 +8%
PFM
175
Peak Financial Management
Massachusetts
$5.98M -$111K -6,018 -2%