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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
151
Spinnaker Investment Group
California
$12.3M -$113K -4,971 -0.9%
LIWM
152
Long Island Wealth Management
New York
$12M +$776K +34,132 +7%
AFG
153
Atomi Financial Group
New York
$11.8M -$3.36M -147,697 -21%
PCM
154
Passive Capital Management
Maryland
$11.8M +$151K +6,638 +1%
WAM
155
Weinberger Asset Management
California
$11.6M -$339K -14,907 -3%
OWM
156
Opes Wealth Management
California
$11.6M +$327K +14,376 +3%
SFA
157
Sequoia Financial Advisors
Ohio
$11.6M +$167K +7,361 +1%
MWP
158
Madison Wealth Partners
Wisconsin
$11.4M +$703K +30,916 +6%
BDFN
159
Bond & Devick Financial Network
Minnesota
$11.3M +$7.74M +340,441 +183%
VCP
160
Vista Capital Partners
Oregon
$11.3M -$181K -7,958 -1%
TA
161
TPG Advisors
Illinois
$11.2M +$566K +24,867 +5%
MWM
162
Meridian Wealth Management
Kentucky
$11.1M -$13.8K -607 -0.1%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$513K +22,538 +5%
LIM
164
Leavell Investment Management
Alabama
$10.9M +$42.9K +1,888 +0.4%
IA
165
IFP Advisors
Florida
$10.9M +$583K +25,637 +5%
BF
166
Brooklyn FI
New York
$10.7M +$818K +35,956 +8%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$10.7M -$903K -39,691 -7%
ZF
168
Zhang Financial
Michigan
$10.6M +$1.17M +51,417 +12%
DBRC
169
D.B. Root & Company
Pennsylvania
$10.4M +$68.9K +3,027 +0.6%
MWA
170
Motive Wealth Advisors
Michigan
$10.3M
VWA
171
VSM Wealth Advisory
Maryland
$10.3M -$74.7K -3,282 -0.7%
HCA
172
Horan Capital Advisors
Ohio
$10.2M +$161K +7,081 +2%
WPC
173
Wedmont Private Capital
Pennsylvania
$10.1M +$11M +481,712 +4,358%
TA
174
TruWealth Advisors
Louisiana
$9.99M +$219K +9,621 +2%
BWL
175
Beacon Wealthcare LLC
North Carolina
$9.88M -$2.27K -100 -0%