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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
176
Chicago Partners Investment Group
Illinois
$5.98M +$81.4K +4,995 +1%
AT
177
American Trust
Kentucky
$5.97M
OFG
178
Orcam Financial Group
California
$5.97M -$210K -12,912 -4%
MWM
179
Meridian Wealth Management
Kentucky
$5.83M +$17.3K +1,062 +0.3%
BA
180
Ballast Advisors
Minnesota
$5.77M -$547K -33,561 -9%
CFO
181
CVA Family Office
Colorado
$5.75M -$13.5K -828 -0.2%
SHFP
182
Second Half Financial Partners
Florida
$5.75M +$5.43M +333,375 New
KM
183
Kalos Management
Georgia
$5.7M -$300K -18,408 -5%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$5.65M +$10.2K +624 +0.2%
JWA
185
JFS Wealth Advisors
Pennsylvania
$5.59M -$84.7K -5,193 -2%
TFF
186
The Family Firm
Maryland
$5.55M -$152K -9,312 -3%
AIP
187
Almanack Investment Partners
Pennsylvania
$5.53M -$887K -54,405 -14%
LEFP
188
Leading Edge Financial Planning
Tennessee
$5.53M -$75.5K -4,632 -1%
MSS
189
Mitchell Sinkler & Starr
Pennsylvania
$5.52M -$104K -6,378 -2%
AWS
190
Atria Wealth Solutions
New York
$5.49M +$164K +10,059 +3%
AC
191
AlphaCore Capital
California
$5.46M +$470K +28,842 +10%
PFM
192
Peak Financial Management
Massachusetts
$5.41M -$24.2K -1,482 -0.5%
AIA
193
Arcadia Investment Advisors
Idaho
$5.4M -$202K -12,381 -4%
JIC
194
Johnson Investment Counsel
Ohio
$5.34M +$10.2K +627 +0.2%
LCM
195
Liberty Capital Management
Michigan
$5.18M +$65.3K +4,005 +1%
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$5.04M -$110K -6,720 -2%
BSW
197
Buckingham Strategic Wealth
Missouri
$5.04M +$548K +33,642 +13%
CAM
198
Cresset Asset Management
Illinois
$4.9M +$619K +37,992 +15%
LJAC
199
L.J. Altfest & Co
New York
$4.88M +$21.3K +1,308 +0.5%
SA
200
SRH Advisors
Kansas
$4.88M