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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Faithward Advisors
Pennsylvania
$3.43M -$117K -9,516 -3%
SFS
177
Sowell Financial Services
Arkansas
$3.39M +$1.57M +128,148 +94%
NI
178
NYL Investors
New York
$3.38M +$14.7K +1,200 +0.5%
BCM
179
Boltwood Capital Management
California
$3.37M +$41.4K +3,372 +1%
BAM
180
Belpointe Asset Management
Nevada
$3.34M -$199K -16,242 -6%
MWP
181
MYCIO Wealth Partners
Pennsylvania
$3.33M +$77.4K +6,306 +2%
JWA
182
JFS Wealth Advisors
Pennsylvania
$3.32M +$97.8K +7,968 +3%
ZF
183
Zhang Financial
Michigan
$3.29M -$178K -14,538 -5%
PV
184
Private Vista
Illinois
$3.29M +$1.18K +96 +0%
DADC
185
D.A. Davidson & Co
Montana
$3.28M -$94.8K -7,728 -3%
JMPWA
186
JP Morgan Private Wealth Advisors
California
$3.27M +$182K +14,808 +6%
GVAG
187
Great Valley Advisor Group
Delaware
$3.26M +$24.2K +1,974 +0.8%
FG
188
Fiduciary Group
Georgia
$3.23M -$345K -28,104 -10%
LRPA
189
L. Roy Papp & Associates
Arizona
$3.19M -$120K -9,768 -4%
ADL
190
Asset Dedication LLC
California
$3.18M -$34.8K -2,838 -1%
DLCIG
191
D.L. Carlson Investment Group
New Hampshire
$3.15M +$1.17M +95,154 +63%
LJAC
192
L.J. Altfest & Co
New York
$3.14M +$150K +12,228 +5%
KF
193
Krilogy Financial
Missouri
$3.11M +$425K +34,674 +17%
Ameriprise
194
Ameriprise
Minnesota
$3.11M +$47.4K +3,864 +2%
AIM
195
AMI Investment Management
Indiana
$3.1M -$1.69K -138 -0.1%
VC
196
Voit & Company
Wisconsin
$3.09M +$530K +43,200 +22%
PMFA
197
Plante Moran Financial Advisors
Michigan
$3.07M -$1.1M -89,484 -27%
CI
198
Cordant Inc
Oregon
$3.05M +$2.92M +238,092 New
BPWA
199
Beacon Pointe Wealth Advisors
California
$3.05M -$310K -25,242 -10%
SBL
200
Sargent Bickham Lagudis
Colorado
$3.05M -$15.7K -1,278 -0.5%