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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Weinberger Asset Management
California
$12.6M -$173K -7,569 -1%
PRS
152
Pinkerton Retirement Specialists
Idaho
$12.5M -$2.02M -88,507 -14%
BDFN
153
Bond & Devick Financial Network
Minnesota
$12.4M -$8.5M -372,326 -67%
PCM
154
Passive Capital Management
Maryland
$12.2M -$123K -5,370 -1%
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$12.2M -$642K -28,124 -5%
IDA
156
Intelligence Driven Advisers
California
$12.1M -$986K -43,182 -8%
VCP
157
Vista Capital Partners
Oregon
$12M -$697K -30,517 -5%
SFA
158
Sequoia Financial Advisors
Ohio
$12M +$31.6K +1,383 +0.3%
OWM
159
Opes Wealth Management
California
$11.9M -$37.5K -1,642 -0.3%
LIWM
160
Long Island Wealth Management
New York
$11.9M +$7.72M +338,119 +183%
PF
161
Prosperitas Financial
California
$11.9M +$2.74M +119,792 +30%
MWM
162
Meridian Wealth Management
Kentucky
$11.7M +$493K +21,577 +4%
WANY
163
Wealthspire Advisors (New York)
New York
$11.5M -$83K -3,632 -0.7%
LIM
164
Leavell Investment Management
Alabama
$11.5M +$241K +10,558 +2%
MWP
165
Madison Wealth Partners
Wisconsin
$11.3M +$511K +22,374 +5%
IF
166
Intrua Financial
Texas
$11.2M -$480K -21,034 -4%
TA
167
TPG Advisors
Illinois
$11.2M +$151K +6,623 +1%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$863K +37,798 +8%
IA
169
IFP Advisors
Florida
$10.9M +$682K +29,862 +7%
VWA
170
VSM Wealth Advisory
Maryland
$10.9M +$11M +480,372 New
MWA
171
Motive Wealth Advisors
Michigan
$10.9M
DBRC
172
D.B. Root & Company
Pennsylvania
$10.9M -$100K -4,383 -0.9%
BRWA
173
B. Riley Wealth Advisors
Florida
$10.8M -$886K -38,802 -8%
HCA
174
Horan Capital Advisors
Ohio
$10.6M -$4.45K -195 -0%
BF
175
Brooklyn FI
New York
$10.4M +$1.62M +70,868 +18%