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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
176
Beacon Wealthcare LLC
North Carolina
$10.4M -$75.6K -3,310 -0.7%
EFG
177
Everhart Financial Group
Ohio
$10.4M -$652K -28,548 -6%
TA
178
TruWealth Advisors
Louisiana
$10.3M +$160K +6,990 +2%
WPW
179
Waldron Private Wealth
Pennsylvania
$10.2M
FWM
180
FFT Wealth Management
Pennsylvania
$10.2M +$3.82M +167,234 +59%
Ameriprise
181
Ameriprise
Minnesota
$10.1M +$698K +30,576 +7%
ZF
182
Zhang Financial
Michigan
$9.99M -$183K -8,003 -2%
PFM
183
Peak Financial Management
Massachusetts
$9.84M +$294K +12,878 +3%
TCM
184
Towercrest Capital Management
Pennsylvania
$9.71M -$1.15M -50,150 -10%
AWMG
185
Alliance Wealth Management Group
New Jersey
$9.71M -$1.15M -50,143 -10%
NA
186
NewEdge Advisors
Louisiana
$9.7M +$1.21M +53,182 +14%
TFF
187
The Family Firm
Maryland
$9.69M -$12.9M -566,723 -45%
PCIA
188
Prime Capital Investment Advisors
Kansas
$9.57M -$788K -34,507 -8%
AA
189
Apriem Advisors
California
$9.46M -$3.2K -140 -0%
FOA
190
Five Oceans Advisors
California
$9.41M -$74.9K -3,279 -0.8%
Two Sigma Investments
191
Two Sigma Investments
New York
$8.97M +$9.02M +395,100 New
SWM
192
SigFig Wealth Management
California
$8.86M -$575K -25,196 -5%
RF
193
RHS Financial
California
$8.79M -$337K -14,768 -4%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$8.77M -$176K -7,695 -2%
SA
195
SRH Advisors
Kansas
$8.66M +$94.7K +4,144 +1%
BIP
196
Blueprint Investment Partners
North Carolina
$8.61M +$1.28M +56,105 +17%
LCM
197
Liberty Capital Management
Michigan
$8.58M -$226K -9,911 -3%
SHJ
198
Sharkey, Howes & Javer
Colorado
$8.39M -$363K -15,889 -4%
MGIA
199
Moneta Group Investment Advisors
Missouri
$8.31M -$16.4M -715,872 -66%
RIM
200
Rockbridge Investment Management
New York
$8.28M -$419K -18,357 -5%