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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
151
Bond & Devick Financial Network
Minnesota
$13M +$379K +17,204 +3%
PCM
152
Passive Capital Management
Maryland
$12.9M -$127K -5,765 -1%
WAM
153
Weinberger Asset Management
California
$12.7M -$186K -8,440 -2%
TA
154
TPG Advisors
Illinois
$12.5M +$132K +5,988 +1%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$124K +5,624 +1%
SIG
156
Spinnaker Investment Group
California
$12.4M -$1.13M -51,438 -9%
PF
157
Prosperitas Financial
California
$12.3M -$1.9M -86,309 -14%
IA
158
IFP Advisors
Florida
$12.3M +$224K +10,167 +2%
SFA
159
Sequoia Financial Advisors
Ohio
$12.3M -$476K -21,625 -4%
MWP
160
Madison Wealth Partners
Wisconsin
$12.3M -$324K -14,708 -3%
WPC
161
Wedmont Private Capital
Pennsylvania
$12.3M +$361K +16,377 +3%
LIM
162
Leavell Investment Management
Alabama
$12.2M +$82.6K +3,750 +0.7%
AQR Capital Management
163
AQR Capital Management
Connecticut
$12.1M +$5.06M +229,786 +82%
Empower Advisory Group
164
Empower Advisory Group
Colorado
$12.1M -$1.65M -75,123 -13%
MWM
165
Meridian Wealth Management
Kentucky
$11.5M -$731K -33,167 -6%
HW
166
HORAN Wealth
Ohio
$11.5M +$10.6M +482,739 New
MWA
167
Motive Wealth Advisors
Michigan
$11.4M
DBRC
168
D.B. Root & Company
Pennsylvania
$11.4M -$85.4K -3,877 -0.8%
TA
169
TruWealth Advisors
Louisiana
$11.3M +$189K +8,591 +2%
VWA
170
VSM Wealth Advisory
Maryland
$11.2M -$169K -7,676 -2%
EFG
171
Everhart Financial Group
Ohio
$11.1M +$160K +7,270 +2%
Ameriprise
172
Ameriprise
Minnesota
$10.9M +$439K +19,939 +5%
BWL
173
Beacon Wealthcare LLC
North Carolina
$10.8M -$120K -5,468 -1%
PFM
174
Peak Financial Management
Massachusetts
$10.8M +$315K +14,292 +3%
Charles Schwab
175
Charles Schwab
California
$10.8M -$18.3M -830,667 -65%