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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
151
Transform Wealth
Colorado
$9.28M +$118K +6,861 +1%
PCIA
152
Prime Capital Investment Advisors
Kansas
$9.18M -$112K -6,513 -1%
EFG
153
Everhart Financial Group
Ohio
$9.16M -$132K -7,623 -2%
RIM
154
Rockbridge Investment Management
New York
$9.12M -$200K -11,589 -2%
CHA
155
Carmichael Hill & Associates
Maryland
$9.09M +$370K +21,417 +5%
BWL
156
Beacon Wealthcare LLC
North Carolina
$9.06M +$769K +44,502 +10%
EFN
157
Equita Financial Network
Pennsylvania
$9.02M +$249K +14,415 +3%
Ameriprise
158
Ameriprise
Minnesota
$9.02M +$496K +28,695 +7%
MWA
159
Motive Wealth Advisors
Michigan
$8.9M
RMC
160
Regis Management Company
California
$8.85M -$125K -7,260 -1%
DWM
161
Destination Wealth Management
California
$8.68M +$4.54M +263,142 +129%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$8.66M +$679K +39,285 +9%
ZF
163
Zhang Financial
Michigan
$8.57M +$406K +23,532 +5%
HCA
164
Horan Capital Advisors
Ohio
$8.56M +$310K +17,955 +4%
RJA
165
Raymond James & Associates
Florida
$8.51M +$442K +25,611 +6%
LIM
166
Leavell Investment Management
Alabama
$8.46M +$3.14M +181,545 +66%
BIP
167
Blue Investment Partners
California
$8.42M +$296K +17,118 +4%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$8.37M +$322K +18,624 +4%
DW
169
Dodds Wealth
Colorado
$8.36M +$7.78M +450,441 New
WPW
170
Waldron Private Wealth
Pennsylvania
$8.35M
SFA
171
Sequoia Financial Advisors
Ohio
$8.31M +$71.7K +4,149 +0.9%
TA
172
TruWealth Advisors
Louisiana
$8.2M +$1.09M +63,360 +17%
FOA
173
Five Oceans Advisors
California
$8.1M -$50.9K -2,949 -0.7%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$8.02M -$741K -42,930 -9%
MML Investors Services
175
MML Investors Services
Massachusetts
$7.98M +$72.9K +4,218 +1%