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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
176
Zhang Financial
Michigan
$2.67M +$4.86K +402 +0.2%
DLCIG
177
D.L. Carlson Investment Group
New Hampshire
$2.66M +$224K +18,492 +8%
TPW
178
Tiller Private Wealth
Pennsylvania
$2.6M -$2.16M -178,290 -41%
PV
179
Private Vista
Illinois
$2.59M +$145 +12 +0%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$2.57M +$736K +60,786 +31%
PWMG
181
Prestige Wealth Management Group
New Jersey
$2.56M -$766K -63,306 -20%
HI
182
Hudock Inc
Pennsylvania
$2.53M +$266K +21,990 +10%
LJAC
183
L.J. Altfest & Co
New York
$2.52M +$54.7K +4,518 +2%
PAG
184
Private Advisor Group
New Jersey
$2.51M +$1.29M +106,920 +75%
LRPA
185
L. Roy Papp & Associates
Arizona
$2.51M -$3.05K -252 -0.1%
RWM
186
RKL Wealth Management
Pennsylvania
$2.49M +$179K +14,760 +6%
MA
187
Mutual Advisors
Nebraska
$2.45M +$1.02M +83,898 +53%
FA
188
Faithward Advisors
Pennsylvania
$2.45M -$298K -24,618 -9%
RW
189
REDW Wealth
New Mexico
$2.45M +$592K +48,942 +25%
AIM
190
AMI Investment Management
Indiana
$2.45M +$7.62K +630 +0.3%
FG
191
Fiduciary Group
Georgia
$2.44M -$124K -10,218 -4%
KF
192
Krilogy Financial
Missouri
$2.44M -$7.91K -654 -0.3%
CI
193
Cordant Inc
Oregon
$2.44M +$49.7K +4,110 +2%
SAMC
194
Spectrum Asset Management (California)
California
$2.42M -$4.13M -341,532 -59%
KIA
195
KCM Investment Advisors
California
$2.42M +$387K +32,016 +15%
ISWM
196
Independent Solutions Wealth Management
New York
$2.41M -$408K -33,750 -12%
ADL
197
Asset Dedication LLC
California
$2.39M -$122K -10,086 -4%
CWM
198
Chesapeake Wealth Management
Virginia
$2.39M +$20.7K +1,710 +0.7%
GVAG
199
Great Valley Advisor Group
Delaware
$2.35M -$246K -20,322 -8%
PMG
200
ProVise Management Group
Florida
$2.35M +$3.27K +270 +0.1%