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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
$14.8M +$795K +32,129 +6%
MIA
152
Milestone Investment Advisors
Wisconsin
$14.5M -$144K -5,805 -1%
VAS
153
Valicenti Advisory Services
New York
$14.3M -$998K -40,311 -7%
OWM
154
Opes Wealth Management
California
$14.2M -$216K -8,742 -2%
SIG
155
Spinnaker Investment Group
California
$14M +$664K +26,831 +5%
Ameriprise
156
Ameriprise
Minnesota
$13.9M +$2.03M +82,151 +18%
MWP
157
Madison Wealth Partners
Wisconsin
$13.6M +$356K +14,389 +3%
SWM
158
SigFig Wealth Management
California
$13.5M -$1.39M -56,191 -10%
PCM
159
Passive Capital Management
Maryland
$13.5M -$384K -15,497 -3%
TA
160
TPG Advisors
Illinois
$13.4M -$117K -4,714 -0.9%
WAM
161
Weinberger Asset Management
California
$13.3M -$352K -14,208 -3%
HW
162
HORAN Wealth
Ohio
$13.3M +$863K +34,846 +7%
LIM
163
Leavell Investment Management
Alabama
$13.2M +$49.7K +2,007 +0.4%
AllianceBernstein
164
AllianceBernstein
Tennessee
$13.1M +$3.93M +158,799 +45%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$268K -10,824 -2%
IA
166
IFP Advisors
Florida
$12.9M -$356K -14,374 -3%
WPC
167
Wedmont Private Capital
Pennsylvania
$12.8M -$292K -11,806 -2%
SFA
168
Sequoia Financial Advisors
Ohio
$12.8M -$453K -18,305 -4%
MWM
169
Meridian Wealth Management
Kentucky
$12.5M +$62.9K +2,540 +0.5%
NA
170
NewEdge Advisors
Louisiana
$12.4M +$897K +36,248 +8%
MWA
171
Motive Wealth Advisors
Michigan
$12.3M
Empower Advisory Group
172
Empower Advisory Group
Colorado
$12.3M -$717K -28,950 -6%
TA
173
TruWealth Advisors
Louisiana
$12.1M -$11.5K -465 -0.1%
DBRC
174
D.B. Root & Company
Pennsylvania
$12M -$281K -11,342 -2%
DKCM
175
Davidson Kahn Capital Management
California
$11.8M +$879K +35,516 +8%