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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
176
Walter & Keenan Wealth Management
Indiana
$4.91M -$10.7K -600 -0.2%
CFO
177
CVA Family Office
Colorado
$4.79M -$217K -12,216 -3%
MWM
178
Meridian Wealth Management
Kentucky
$4.77M +$107K +6,024 +2%
MPI
179
Mairs & Power Inc
Minnesota
$4.71M
JIC
180
Johnson Investment Counsel
Ohio
$4.61M +$18.8K +1,056 +0.4%
WCM
181
Whitener Capital Management
North Carolina
$4.55M +$158K +8,886 +3%
AIM
182
AMI Investment Management
Indiana
$4.49M -$121K -6,828 -3%
AWA
183
Alaska Wealth Advisors
Alaska
$4.48M +$252K +14,160 +6%
BSW
184
Buckingham Strategic Wealth
Missouri
$4.46M +$126K +7,110 +3%
RT
185
Rockland Trust
Massachusetts
$4.43M
WOSD
186
WFA of San Diego
California
$4.42M -$309K -17,400 -6%
RW
187
REDW Wealth
New Mexico
$4.41M -$35.5K -1,998 -0.8%
PMG
188
ProVise Management Group
Florida
$4.41M +$121K +6,786 +3%
BCM
189
Boltwood Capital Management
California
$4.39M -$324K -18,216 -7%
RDWM
190
Red Door Wealth Management
Tennessee
$4.37M +$10K +564 +0.2%
CPIG
191
Chicago Partners Investment Group
Illinois
$4.36M -$210K -11,796 -5%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$4.35M +$989K +55,602 +28%
Northern Trust
193
Northern Trust
Illinois
$4.35M +$1.56M +87,954 +54%
VCM
194
Vivaldi Capital Management
Illinois
$4.33M -$146K -8,202 -3%
PCWA
195
Pacific Capital Wealth Advisors
California
$4.3M +$2.09M +117,780 +90%
SA
196
SRH Advisors
Kansas
$4.3M +$336K +18,876 +8%
SWM
197
Stockman Wealth Management
Montana
$4.29M +$329K +18,498 +8%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$4.17M +$192K +10,812 +5%
BWL
199
Beacon Wealthcare LLC
North Carolina
$4.15M -$306K -17,232 -7%
LIM
200
Leavell Investment Management
Alabama
$4.13M +$138K +7,770 +3%