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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
176
Five Oceans Advisors
California
$8.76M -$376K -18,558 -4%
Ameriprise
177
Ameriprise
Minnesota
$8.64M -$111K -5,502 -1%
RF
178
RHS Financial
California
$8.61M -$166K -8,187 -2%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$8.58M -$232K -11,427 -3%
PFM
180
Peak Financial Management
Massachusetts
$8.57M +$277K +13,668 +3%
SHJ
181
Sharkey, Howes & Javer
Colorado
$8.54M -$513K -25,329 -6%
BDFN
182
Bond & Devick Financial Network
Minnesota
$8.48M +$66.6K +3,285 +0.8%
SSWM
183
Sheets Smith Wealth Management
North Carolina
$8.42M +$341K +16,812 +4%
VFIC
184
Valley Forge Investment Consultants
Pennsylvania
$8.35M -$182 -9 -0%
TFF
185
The Family Firm
Maryland
$8.17M +$17.6M +869,703 +245%
LCM
186
Liberty Capital Management
Michigan
$8.14M +$938K +46,278 +14%
EFG
187
Embree Financial Group
Illinois
$8.04M +$3.22K +159 +0%
MWP
188
Madison Wealth Partners
Wisconsin
$7.99M +$544K +26,865 +8%
FT
189
Fiduciary Trust
Massachusetts
$7.86M +$4M +197,370 +111%
PP
190
Pegasus Partners
Wisconsin
$7.85M -$199K -9,804 -3%
CPG
191
Custom Portfolio Group
Colorado
$7.83M -$60.7K -2,997 -0.8%
SA
192
SRH Advisors
Kansas
$7.82M +$5.83K +288 +0.1%
PF
193
Prosperitas Financial
California
$7.81M -$957K -47,229 -11%
BF
194
Brooklyn FI
New York
$7.71M +$1.15M +56,625 +18%
MSS
195
Mitchell Sinkler & Starr
Pennsylvania
$7.6M +$1.21M +59,880 +20%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$7.58M +$378K +18,681 +5%
NA
197
NewEdge Advisors
Louisiana
$7.51M +$407K +20,067 +6%
JFG
198
JMG Financial Group
Illinois
$7.45M -$134K -6,591 -2%
ICM
199
Islay Capital Management
Texas
$7.44M -$518K -25,572 -7%
SCM
200
Spreng Capital Management
Ohio
$7.4M -$660K -32,553 -8%