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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Sequoia Financial Advisors
Ohio
$11.7M +$1.53M +71,802 +16%
OWM
152
Opes Wealth Management
California
$11.7M +$133K +6,210 +1%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$11.6M -$845K -39,582 -7%
IF
154
Intrua Financial
Texas
$11.4M -$531K -24,876 -5%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$11.4M +$850K +39,819 +8%
WANY
156
Wealthspire Advisors (New York)
New York
$11.3M +$6.92M +324,240 +174%
CHA
157
Carmichael Hill & Associates
Maryland
$11.3M +$209K +9,774 +2%
BRWA
158
B. Riley Wealth Advisors
Florida
$11.3M -$99.2K -4,644 -0.9%
MWM
159
Meridian Wealth Management
Kentucky
$11M +$10.6M +495,243 New
LIM
160
Leavell Investment Management
Alabama
$11M +$64.6K +3,024 +0.6%
AFG
161
Atomi Financial Group
New York
$10.9M +$25.1K +1,176 +0.2%
TA
162
TPG Advisors
Illinois
$10.8M -$114K -5,358 -1%
EFG
163
Everhart Financial Group
Ohio
$10.8M -$57.1K -2,676 -0.5%
DBRC
164
D.B. Root & Company
Pennsylvania
$10.7M +$136K +6,366 +1%
TCM
165
Towercrest Capital Management
Pennsylvania
$10.6M -$85.7K -4,014 -0.8%
AWMG
166
Alliance Wealth Management Group
New Jersey
$10.6M -$85.7K -4,014 -0.8%
MWP
167
Madison Wealth Partners
Wisconsin
$10.6M +$2.05M +95,856 +25%
KAS
168
Kestra Advisory Services
Texas
$10.6M -$161K -7,563 -2%
Lido Advisors
169
Lido Advisors
California
$10.4M -$1.15M -53,709 -10%
HCA
170
Horan Capital Advisors
Ohio
$10.3M +$63.6K +2,979 +0.6%
BWL
171
Beacon Wealthcare LLC
North Carolina
$10.3M -$323K -15,138 -3%
PCIA
172
Prime Capital Investment Advisors
Kansas
$10.1M +$56.4K +2,643 +0.6%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$82.8K -3,876 -0.8%
MWA
174
Motive Wealth Advisors
Michigan
$10.1M
IA
175
IFP Advisors
Florida
$9.99M -$42.8K -2,004 -0.4%