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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
176
Zhang Financial
Michigan
$5.86M +$1.66M +90,474 +41%
GAM
177
Garrison Asset Management
Arkansas
$5.84M -$31.6K -1,716 -0.6%
TA
178
TruWealth Advisors
Louisiana
$5.84M -$11.7K -636 -0.2%
Chevy Chase Trust
179
Chevy Chase Trust
Maryland
$5.73M
RCS
180
Retirement Capital Strategies
California
$5.59M +$5.46M +296,802 New
VAS
181
Valicenti Advisory Services
New York
$5.58M +$5.45M +295,992 New
SOAG
182
Silver Oak Advisory Group
Oregon
$5.54M +$5.41M +293,868 New
FWI
183
Facet Wealth Inc
Maryland
$5.52M -$186K -10,128 -3%
PA
184
Parallel Advisors
California
$5.41M -$602K -32,712 -10%
WCM
185
Whitener Capital Management
North Carolina
$5.37M -$273K -14,820 -5%
JIC
186
Johnson Investment Counsel
Ohio
$5.36M +$328K +17,832 +7%
WKWM
187
Walter & Keenan Wealth Management
Indiana
$5.32M -$17.4K -948 -0.3%
CPA
188
Cardiff Park Advisors
California
$5.32M +$5.2M +282,552 New
PCWA
189
Pacific Capital Wealth Advisors
California
$5.24M +$541K +29,406 +12%
SWM
190
Stockman Wealth Management
Montana
$5.23M +$549K +29,856 +12%
SA
191
SRH Advisors
Kansas
$5.19M +$502K +27,294 +11%
SFWC
192
Strategic Family Wealth Counselors
New Jersey
$5.19M -$155K -8,412 -3%
BFPW
193
BOK Financial Private Wealth
Colorado
$5.18M -$968K -52,632 -16%
BlackRock
194
BlackRock
New York
$5.18M -$377K -20,496 -7%
MWM
195
Meridian Wealth Management
Kentucky
$5.14M -$52.4K -2,850 -1%
MPI
196
Mairs & Power Inc
Minnesota
$5.13M
AOWM
197
Alpha Omega Wealth Management
Virginia
$5.12M -$339K -18,438 -6%
AWA
198
Alaska Wealth Advisors
Alaska
$5.07M +$190K +10,338 +4%
BSW
199
Buckingham Strategic Wealth
Missouri
$5M +$142K +7,704 +3%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$4.86M +$318K +17,286 +7%