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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Peak Financial Management
Massachusetts
$6.28M +$1.11M +64,017 +20%
PA
177
PFG Advisors
Arizona
$6.26M -$779 -45 -0%
SSWM
178
Sheets Smith Wealth Management
North Carolina
$6.17M -$151K -8,730 -2%
RF
179
RHS Financial
California
$6.14M +$214K +12,366 +3%
SA
180
SRH Advisors
Kansas
$6.1M +$1.06M +61,437 +20%
FD
181
Financial Designs
California
$6.08M -$60.2K -3,480 -0.9%
JFG
182
JMG Financial Group
Illinois
$5.79M -$173K -10,023 -3%
CPIG
183
Chicago Partners Investment Group
Illinois
$5.79M +$268K +15,513 +5%
LCM
184
Liberty Capital Management
Michigan
$5.77M +$802K +46,320 +15%
JP Morgan Chase
185
JP Morgan Chase
New York
$5.76M +$1.62M +93,876 +37%
OFG
186
Orcam Financial Group
California
$5.76M +$3.01K +174 +0.1%
MSFS
187
Main Street Financial Solutions
Pennsylvania
$5.56M +$123K +7,119 +2%
Cerity Partners
188
Cerity Partners
New York
$5.47M -$12.4M -715,533 -68%
CFO
189
CVA Family Office
Colorado
$5.43M -$128K -7,383 -2%
TFF
190
The Family Firm
Maryland
$5.42M +$72.7K +4,203 +1%
JWA
191
JFS Wealth Advisors
Pennsylvania
$5.32M -$73.2K -4,227 -1%
AC
192
AlphaCore Capital
California
$5.31M +$43.5K +2,514 +0.8%
ICM
193
Islay Capital Management
Texas
$5.15M +$846K +48,879 +19%
AIA
194
Arcadia Investment Advisors
Idaho
$5.13M -$74K -4,278 -1%
JIC
195
Johnson Investment Counsel
Ohio
$5.13M -$18.9K -1,092 -0.4%
BA
196
Ballast Advisors
Minnesota
$5.13M -$457K -26,412 -8%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$4.74M +$121K +7,014 +3%
BPA
198
Beacon Pointe Advisors
California
$4.69M +$399K +23,073 +9%
CAM
199
Cresset Asset Management
Illinois
$4.66M -$72.6K -4,194 -1%
BSW
200
Buckingham Strategic Wealth
Missouri
$4.64M -$225K -12,984 -4%