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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
151
Curbstone Financial Management Corp
New Hampshire
$7.79M +$233K +13,260 +3%
TFF
152
The Family Firm
Maryland
$7.79M +$338K +19,278 +5%
WC
153
Wealth CMT
New Jersey
$7.67M -$341K -19,422 -4%
JFG
154
JMG Financial Group
Illinois
$7.42M -$15.9K -903 -0.2%
ZF
155
Zhang Financial
Michigan
$7.4M +$1.83M +104,322 +34%
SCA
156
Strategic Capital Advisers
Colorado
$7.36M -$399K -22,743 -5%
SP
157
Successful Portfolios
Florida
$7.15M +$471K +26,823 +7%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$7.1M -$38K -2,166 -0.5%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$7M -$382K -21,789 -5%
FA
160
Fagan Associates
New York
$6.98M -$65.9K -3,756 -0.9%
BA
161
Ballast Advisors
Minnesota
$6.89M +$7.58K +432 +0.1%
MSFS
162
Main Street Financial Solutions
Pennsylvania
$6.89M -$394K -22,446 -5%
OFG
163
Orcam Financial Group
California
$6.8M -$262K -14,949 -4%
HCA
164
Horan Capital Advisors
Ohio
$6.68M -$68.2K -3,888 -1%
CFO
165
CVA Family Office
Colorado
$6.53M +$149K +8,481 +2%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$6.44M +$547K +31,134 +9%
BDFN
167
Bond & Devick Financial Network
Minnesota
$6.39M +$138K +7,881 +2%
PPA
168
Parametric Portfolio Associates
Washington
$6.38M +$1.85M +105,285 +42%
TA
169
TruWealth Advisors
Louisiana
$6.24M +$707K +40,254 +13%
JWA
170
JFS Wealth Advisors
Pennsylvania
$6.17M -$123K -6,981 -2%
AIA
171
Arcadia Investment Advisors
Idaho
$6.15M -$40.2K -2,289 -0.7%
LCM
172
Liberty Capital Management
Michigan
$5.96M -$895K -50,961 -13%
VAS
173
Valicenti Advisory Services
New York
$5.95M +$672K +38,280 +13%
BPA
174
Beacon Pointe Advisors
California
$5.93M +$2M +113,712 +52%
SWM
175
SeaCrest Wealth Management
New York
$5.9M -$314K -17,871 -5%