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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
151
Opes Wealth Management
California
$7.49M +$1.14M +72,777 +18%
ZF
152
Zhang Financial
Michigan
$7.48M -$80.6K -5,157 -1%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$7.45M -$112K -7,170 -2%
WPW
154
Waldron Private Wealth
Pennsylvania
$7.2M
Ameriprise
155
Ameriprise
Minnesota
$7.05M +$355K +22,719 +5%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$6.99M +$1M +64,050 +17%
SCM
157
Spreng Capital Management
Ohio
$6.89M -$65.8K -4,206 -1%
AA
158
Apriem Advisors
California
$6.84M +$47 +3 +0%
CFMC
159
Curbstone Financial Management Corp
New Hampshire
$6.75M -$103K -6,570 -2%
PP
160
Pegasus Partners
Wisconsin
$6.28M -$764K -48,879 -11%
BDFN
161
Bond & Devick Financial Network
Minnesota
$6.27M +$6.38K +408 +0.1%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$6.23M -$72.8K -4,659 -1%
RJA
163
Raymond James & Associates
Florida
$6.18M +$2.94M +187,764 +94%
VAS
164
Valicenti Advisory Services
New York
$6.15M +$734K +46,953 +14%
HCA
165
Horan Capital Advisors
Ohio
$6.08M +$162K +10,362 +3%
AIP
166
Almanack Investment Partners
Pennsylvania
$5.99M -$214K -13,662 -4%
PA
167
PFG Advisors
Arizona
$5.98M +$599K +38,334 +11%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$5.93M -$340K -21,738 -6%
BA
169
Ballast Advisors
Minnesota
$5.88M -$431K -27,591 -7%
TA
170
TruWealth Advisors
Louisiana
$5.85M +$111K +7,083 +2%
Corient Private Wealth
171
Corient Private Wealth
Florida
$5.78M +$2.41M +154,170 +74%
JFG
172
JMG Financial Group
Illinois
$5.78M -$490K -31,326 -8%
BIP
173
Blue Investment Partners
California
$5.78M +$777K +49,704 +16%
RF
174
RHS Financial
California
$5.76M -$767K -49,032 -12%
OFG
175
Orcam Financial Group
California
$5.73M -$167K -10,659 -3%