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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
176
Facet Wealth Inc
Maryland
$4.18M -$415K -26,685 -9%
PCWA
177
Pacific Capital Wealth Advisors
California
$4.15M +$307K +19,728 +7%
GAM
178
Garrison Asset Management
Arkansas
$4.11M -$120K -7,683 -3%
PP
179
Pegasus Partners
Wisconsin
$4.11M +$1.68M +108,207 +58%
AIM
180
AHL Investment Management
Florida
$4.1M +$74.1K +4,761 +2%
PA
181
Planning Alternatives
Michigan
$4.06M
AWA
182
Alaska Wealth Advisors
Alaska
$4.05M +$313K +20,148 +7%
NS
183
Newman & Schimel
Illinois
$3.98M +$1.59M +102,096 +56%
SFWC
184
Strategic Family Wealth Counselors
New Jersey
$3.93M -$40.9K -2,631 -0.9%
LBC
185
Lowe Brockenbrough & Co
Virginia
$3.9M +$274K +17,601 +7%
WKWM
186
Walter & Keenan Wealth Management
Indiana
$3.89M -$38.3K -2,460 -0.9%
LJAC
187
L.J. Altfest & Co
New York
$3.86M +$78.5K +5,049 +2%
PA
188
Parallel Advisors
California
$3.86M +$75.3K +4,839 +2%
BFPW
189
BOK Financial Private Wealth
Colorado
$3.84M -$7K -450 -0.2%
MPI
190
Mairs & Power Inc
Minnesota
$3.81M
PMG
191
ProVise Management Group
Florida
$3.78M -$71.4K -4,587 -2%
WCM
192
Whitener Capital Management
North Carolina
$3.77M -$59.8K -3,843 -1%
LCM
193
Liberty Capital Management
Michigan
$3.73M +$44.6K +2,865 +1%
CI
194
Cordant Inc
Oregon
$3.7M +$1.44M +92,466 +54%
AOWM
195
Alpha Omega Wealth Management
Virginia
$3.69M -$149K -9,606 -4%
SWM
196
SeaCrest Wealth Management
New York
$3.67M -$255K -16,413 -6%
BPA
197
Beacon Pointe Advisors
California
$3.67M -$18.8K -1,206 -0.5%
VA
198
Valmark Advisers
Ohio
$3.66M +$151K +9,717 +4%
FA
199
Fagan Associates
New York
$3.63M -$25.9K -1,665 -0.6%
MML Investors Services
200
MML Investors Services
Massachusetts
$3.56M +$466K +29,976 +13%