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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
176
American Trust
Kentucky
$5.58M +$1.56M +99,780 +40%
KM
177
Kalos Management
Georgia
$5.57M +$1.08M +68,946 +25%
CPIG
178
Chicago Partners Investment Group
Illinois
$5.39M +$547K +34,995 +12%
MWM
179
Meridian Wealth Management
Kentucky
$5.38M +$142K +9,084 +3%
CFO
180
CVA Family Office
Colorado
$5.34M -$59.6K -3,813 -1%
FPCG
181
Fort Pitt Capital Group
Pennsylvania
$5.32M -$1.74M -111,279 -25%
TFF
182
The Family Firm
Maryland
$5.29M +$260K +16,608 +5%
JWA
183
JFS Wealth Advisors
Pennsylvania
$5.26M -$39.4K -2,517 -0.8%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$5.22M -$982K -62,826 -16%
MSS
185
Mitchell Sinkler & Starr
Pennsylvania
$5.21M +$2.23M +142,413 +77%
AIA
186
Arcadia Investment Advisors
Idaho
$5.19M -$105K -6,726 -2%
LEFP
187
Leading Edge Financial Planning
Tennessee
$5.19M -$422K -27,003 -8%
PFM
188
Peak Financial Management
Massachusetts
$5.03M +$26.9K +1,722 +0.5%
JIC
189
Johnson Investment Counsel
Ohio
$4.94M -$212K -13,551 -4%
AWS
190
Atria Wealth Solutions
New York
$4.92M -$168K -10,761 -3%
SA
191
SRH Advisors
Kansas
$4.88M +$19.3K +1,236 +0.4%
MML Investors Services
192
MML Investors Services
Massachusetts
$4.85M -$21.9K -1,401 -0.5%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$4.77M +$4.68M +299,340 New
LCM
194
Liberty Capital Management
Michigan
$4.73M +$327K +20,892 +8%
FIM
195
Freedom Investment Management
Connecticut
$4.59M +$4.5M +287,925 New
AC
196
AlphaCore Capital
California
$4.59M +$4.31M +275,421 +2,205%
LJAC
197
L.J. Altfest & Co
New York
$4.5M +$18.9K +1,206 +0.4%
GAM
198
Garrison Asset Management
Arkansas
$4.46M -$180K -11,517 -4%
AWA
199
Alaska Wealth Advisors
Alaska
$4.43M -$98.7K -6,315 -2%
CI
200
CX Institutional
Indiana
$4.43M -$993K -63,519 -19%