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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tanglewood Wealth Management
Texas
$7.73M -$5.51M -318,321 -41%
CAG
152
Compass Advisory Group
New York
$7.52M +$4.7M +271,701 +150%
WPW
153
Waldron Private Wealth
Pennsylvania
$7.48M
IA
154
IFP Advisors
Florida
$7.44M +$82.9K +4,788 +1%
VFIC
155
Valley Forge Investment Consultants
Pennsylvania
$7.38M -$286K -16,548 -4%
BWL
156
Beacon Wealthcare LLC
North Carolina
$7.37M -$219K -12,648 -3%
SFA
157
Sequoia Financial Advisors
Ohio
$7.37M -$44.8K -2,589 -0.6%
HCA
158
Horan Capital Advisors
Ohio
$7.36M +$752K +43,467 +11%
ZF
159
Zhang Financial
Michigan
$7.32M +$126K +7,296 +2%
FOA
160
Five Oceans Advisors
California
$7.3M -$1.19K -69 -0%
Ameriprise
161
Ameriprise
Minnesota
$7.3M -$624K -36,072 -8%
BIP
162
Blue Investment Partners
California
$7.26M +$650K +37,551 +9%
RJA
163
Raymond James & Associates
Florida
$7.2M +$741K +42,828 +11%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$7.19M +$1.07M +61,914 +17%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$7.1M -$100K -5,781 -1%
MML Investors Services
166
MML Investors Services
Massachusetts
$7.08M +$396K +22,860 +6%
AA
167
Apriem Advisors
California
$7M -$132K -7,629 -2%
PF
168
Prosperitas Financial
California
$6.88M +$7.17M +414,252 New
SCM
169
Spreng Capital Management
Ohio
$6.87M -$123K -7,095 -2%
SHJ
170
Sharkey, Howes & Javer
Colorado
$6.65M +$5.79M +334,293 +508%
BDFN
171
Bond & Devick Financial Network
Minnesota
$6.58M +$25.6K +1,482 +0.4%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$6.51M -$355K -20,538 -5%
Corient Private Wealth
173
Corient Private Wealth
Florida
$6.49M +$725K +41,898 +12%
PP
174
Pegasus Partners
Wisconsin
$6.41M
TA
175
TruWealth Advisors
Louisiana
$6.29M +$7.79K +450 +0.1%