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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$6.12M +$348K +21,660 +6%
JFG
152
JMG Financial Group
Illinois
$6.02M -$124K -7,704 -2%
AA
153
Apriem Advisors
California
$5.94M -$787K -49,032 -11%
BA
154
Ballast Advisors
Minnesota
$5.84M +$146K +9,069 +2%
BWL
155
Beacon Wealthcare LLC
North Carolina
$5.72M +$2.14M +133,149 +52%
SSWM
156
Sheets Smith Wealth Management
North Carolina
$5.69M -$207K -12,927 -3%
JWA
157
JFS Wealth Advisors
Pennsylvania
$5.62M +$562K +35,013 +10%
MWM
158
Meridian Wealth Management
Kentucky
$5.59M +$1.71M +106,806 +39%
SA
159
SRH Advisors
Kansas
$5.58M +$974K +60,660 +19%
OFG
160
Orcam Financial Group
California
$5.54M -$88.7K -5,526 -1%
HCA
161
Horan Capital Advisors
Ohio
$5.53M -$2.41K -150 -0%
BDFN
162
Bond & Devick Financial Network
Minnesota
$5.44M +$162K +10,068 +3%
TA
163
TruWealth Advisors
Louisiana
$5.4M +$265K +16,482 +5%
DPI
164
Diversified Portfolios Inc
Michigan
$5.33M +$4.06M +252,966 +232%
CFO
165
CVA Family Office
Colorado
$5.26M -$150K -9,372 -3%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$5.19M -$152K -9,456 -3%
SBL
167
Sargent Bickham Lagudis
Colorado
$5.08M -$1.82M -113,415 -25%
VAS
168
Valicenti Advisory Services
New York
$5.07M +$162K +10,074 +3%
Goldman Sachs
169
Goldman Sachs
New York
$5.02M +$1.16M +72,168 +27%
AIA
170
Arcadia Investment Advisors
Idaho
$4.98M -$124K -7,695 -2%
KM
171
Kalos Management
Georgia
$4.96M -$595K -37,065 -10%
WC
172
Wealth CMT
New Jersey
$4.76M -$1.72M -107,427 -25%
DWM
173
Destination Wealth Management
California
$4.7M +$3.03M +188,670 +145%
VCP
174
Vista Capital Partners
Oregon
$4.68M +$16.7K +1,038 +0.3%
SWM
175
Stockman Wealth Management
Montana
$4.65M +$104K +6,462 +2%