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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
176
Valicenti Advisory Services
New York
$5.06M -$8.84K -588 -0.2%
CFO
177
CVA Family Office
Colorado
$5.06M -$275K -18,294 -5%
SBL
178
Sargent Bickham Lagudis
Colorado
$5.05M -$99.9K -6,645 -2%
PA
179
PFG Advisors
Arizona
$5.03M -$217K -14,406 -4%
AIA
180
Arcadia Investment Advisors
Idaho
$4.96M -$72.7K -4,836 -1%
JWA
181
JFS Wealth Advisors
Pennsylvania
$4.96M -$593K -39,456 -11%
CPIG
182
Chicago Partners Investment Group
Illinois
$4.91M +$1.17M +78,111 +35%
MWM
183
Meridian Wealth Management
Kentucky
$4.9M +$1.67K +111 +0%
JIC
184
Johnson Investment Counsel
Ohio
$4.82M -$307K -20,442 -6%
JJBC
185
James J. Burns & Company
New York
$4.81M -$256K -17,064 -5%
TFS
186
TrustCore Financial Services
Tennessee
$4.8M +$4.37M +290,619 +950%
AWS
187
Atria Wealth Solutions
New York
$4.77M -$2.11M -140,691 -31%
TFF
188
The Family Firm
Maryland
$4.7M -$490K -32,601 -9%
PFM
189
Peak Financial Management
Massachusetts
$4.69M +$150K +9,951 +3%
BIP
190
Blue Investment Partners
California
$4.67M +$4.7M +312,540 New
DPI
191
Diversified Portfolios Inc
Michigan
$4.63M +$1.4M +93,243 +43%
MML Investors Services
192
MML Investors Services
Massachusetts
$4.56M +$767K +51,063 +20%
SA
193
SRH Advisors
Kansas
$4.55M -$304K -20,235 -6%
NS
194
Newman & Schimel
Illinois
$4.54M +$294K +19,533 +7%
GAM
195
Garrison Asset Management
Arkansas
$4.35M -$45.2K -3,006 -1%
AWA
196
Alaska Wealth Advisors
Alaska
$4.24M -$77.4K -5,148 -2%
LBC
197
Lowe Brockenbrough & Co
Virginia
$4.24M +$82.4K +5,481 +2%
SFWC
198
Strategic Family Wealth Counselors
New Jersey
$4.2M +$4.28K +285 +0.1%
LJAC
199
L.J. Altfest & Co
New York
$4.19M +$77.1K +5,133 +2%
KM
200
Kalos Management
Georgia
$4.18M -$412K -27,444 -9%