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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
151
Orcam Financial Group
California
$5.26M -$10.1K -651 -0.2%
JWA
152
JFS Wealth Advisors
Pennsylvania
$5.2M -$156K -10,026 -3%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$5.07M +$149K +9,546 +3%
Cerity Partners
154
Cerity Partners
New York
$5.03M -$11.5M -736,845 -67%
CFO
155
CVA Family Office
Colorado
$4.99M -$7.37K -474 -0.1%
TA
156
TruWealth Advisors
Louisiana
$4.98M -$174K -11,178 -3%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$4.91M -$2.52M -162,162 -32%
PA
158
PFG Advisors
Arizona
$4.91M +$5.46M +350,910 New
VCP
159
Vista Capital Partners
Oregon
$4.9M +$496K +31,854 +10%
TFF
160
The Family Firm
Maryland
$4.86M -$1.62M -104,007 -23%
SBL
161
Sargent Bickham Lagudis
Colorado
$4.83M +$3.5K +225 +0.1%
JIC
162
Johnson Investment Counsel
Ohio
$4.81M +$767K +49,296 +17%
VAS
163
Valicenti Advisory Services
New York
$4.75M -$81.3K -5,223 -2%
JJBC
164
James J. Burns & Company
New York
$4.74M +$5.27M +338,820 New
AIA
165
Arcadia Investment Advisors
Idaho
$4.72M -$11.7K -753 -0.2%
MWM
166
Meridian Wealth Management
Kentucky
$4.59M -$802K -51,567 -14%
RF
167
RHS Financial
California
$4.59M +$772K +49,608 +18%
SA
168
SRH Advisors
Kansas
$4.55M -$838K -53,877 -14%
KM
169
Kalos Management
Georgia
$4.54M -$157K -10,089 -3%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$4.4M +$166K +10,695 +4%
SWM
171
Stockman Wealth Management
Montana
$4.38M -$53.4K -3,432 -1%
BWL
172
Beacon Wealthcare LLC
North Carolina
$4.37M -$1.19M -76,623 -20%
BlackRock
173
BlackRock
New York
$4.36M +$693K +44,562 +17%
WC
174
Wealth CMT
New Jersey
$4.31M -$244K -15,687 -5%
PFM
175
Peak Financial Management
Massachusetts
$4.25M +$76.7K +4,929 +2%