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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
151
Leavell Investment Management
Alabama
$10.3M +$334K +16,467 +3%
TA
152
TPG Advisors
Illinois
$10.3M +$9.97M +492,150 New
EFG
153
Everhart Financial Group
Ohio
$10.3M -$31.9K -1,575 -0.3%
AFG
154
Atomi Financial Group
New York
$10.2M -$155K -7,635 -2%
CPIG
155
Chicago Partners Investment Group
Illinois
$10.2M +$833K +41,106 +9%
TCM
156
Towercrest Capital Management
Pennsylvania
$10.1M -$372K -18,381 -4%
AWMG
157
Alliance Wealth Management Group
New Jersey
$10.1M -$372K -18,381 -4%
MWA
158
Motive Wealth Advisors
Michigan
$10.1M
BWL
159
Beacon Wealthcare LLC
North Carolina
$10M -$82.9K -4,092 -0.8%
DBRC
160
D.B. Root & Company
Pennsylvania
$10M +$201K +9,900 +2%
RMC
161
Regis Management Company
California
$9.99M
KAS
162
Kestra Advisory Services
Texas
$9.96M +$8.44M +416,379 +621%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$9.93M +$1.33M +65,610 +16%
HCA
164
Horan Capital Advisors
Ohio
$9.69M +$331K +16,356 +4%
ZF
165
Zhang Financial
Michigan
$9.62M +$33.3K +1,644 +0.4%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$9.59M -$67.4K -3,327 -0.7%
SFA
167
Sequoia Financial Advisors
Ohio
$9.58M -$169K -8,361 -2%
PCIA
168
Prime Capital Investment Advisors
Kansas
$9.5M -$464K -22,920 -5%
RIM
169
Rockbridge Investment Management
New York
$9.5M -$348K -17,199 -4%
IA
170
IFP Advisors
Florida
$9.49M +$503K +24,828 +6%
WPW
171
Waldron Private Wealth
Pennsylvania
$9.46M
TA
172
TruWealth Advisors
Louisiana
$9.39M -$22.4K -1,104 -0.2%
EE
173
EWG Elevate
California
$9.29M -$176K -8,697 -2%
SWM
174
SigFig Wealth Management
California
$9.23M +$397K +19,614 +4%
AA
175
Apriem Advisors
California
$8.83M -$6.08K -300 -0.1%