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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPI
176
Mairs & Power Inc
Minnesota
$4.13M
RSWM
177
Robertson Stephens Wealth Management
California
$4.07M -$167K -11,694 -4%
AIM
178
AMI Investment Management
Indiana
$4M +$232K +16,320 +7%
RWM
179
RKL Wealth Management
Pennsylvania
$4M -$41.3K -2,898 -1%
BPA
180
Beacon Pointe Advisors
California
$4M -$401K -28,140 -10%
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$3.99M -$42.9K -3,012 -1%
KF
182
Krilogy Financial
Missouri
$3.99M -$126K -8,838 -3%
RT
183
Rockland Trust
Massachusetts
$3.98M +$1.45M +101,808 +63%
EP
184
Eudaimonia Partners
Tennessee
$3.95M -$1.38M -97,002 -27%
BCM
185
Boltwood Capital Management
California
$3.92M -$56.2K -3,948 -2%
GVAG
186
Great Valley Advisor Group
Delaware
$3.89M +$56.7K +3,984 +2%
TA
187
TruWealth Advisors
Louisiana
$3.89M +$3.65M +256,368 New
AAG
188
Avalon Advisory Group
Pennsylvania
$3.88M -$208K -14,604 -5%
LJAC
189
L.J. Altfest & Co
New York
$3.79M +$39.3K +2,760 +1%
AWS
190
AJ Wealth Strategies
New York
$3.78M +$1.11K +78 +0%
CAM
191
Cresset Asset Management
Illinois
$3.69M +$181K +12,720 +6%
SAMC
192
Spectrum Asset Management (California)
California
$3.68M -$19.4K -1,362 -0.6%
MAM
193
McCarthy Asset Management
California
$3.68M +$3.46M +242,664 New
CWM
194
Chesapeake Wealth Management
Virginia
$3.64M +$56.8K +3,990 +2%
ADL
195
Asset Dedication LLC
California
$3.64M -$106K -7,428 -3%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$3.6M -$102K -7,164 -3%
FC
197
Financial Consulate
Maryland
$3.58M -$52.7K -3,702 -2%
SWRP
198
Summit Wealth & Retirement Planning
California
$3.58M +$1.01M +71,106 +43%
AWA
199
Alaska Wealth Advisors
Alaska
$3.55M +$154K +10,830 +5%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$3.54M -$81.6K -5,730 -2%