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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
176
Everhart Financial Group
Ohio
$10.4M -$652K -28,548 -6%
TA
177
TruWealth Advisors
Louisiana
$10.3M +$160K +6,990 +2%
WPW
178
Waldron Private Wealth
Pennsylvania
$10.2M – – –
FWM
179
FFT Wealth Management
Pennsylvania
$10.2M +$3.82M +167,234 +59%
Ameriprise
180
Ameriprise
Minnesota
$10.1M +$698K +30,576 +7%
ZF
181
Zhang Financial
Michigan
$9.99M -$183K -8,003 -2%
PFM
182
Peak Financial Management
Massachusetts
$9.84M +$294K +12,878 +3%
TCM
183
Towercrest Capital Management
Pennsylvania
$9.71M -$1.15M -50,150 -10%
AWMG
184
Alliance Wealth Management Group
New Jersey
$9.71M -$1.15M -50,143 -10%
NA
185
NewEdge Advisors
Louisiana
$9.7M +$1.21M +53,182 +14%
TFF
186
The Family Firm
Maryland
$9.69M -$12.9M -566,723 -45%
PCIA
187
Prime Capital Investment Advisors
Kansas
$9.57M -$788K -34,507 -8%
AA
188
Apriem Advisors
California
$9.46M -$3.2K -140 -0%
FOA
189
Five Oceans Advisors
California
$9.41M -$74.9K -3,279 -0.8%
Two Sigma Investments
190
Two Sigma Investments
New York
$8.97M +$9.02M +395,100 New
SWM
191
SigFig Wealth Management
California
$8.86M -$575K -25,196 -5%
RF
192
RHS Financial
California
$8.79M -$337K -14,768 -4%
SSWM
193
Sheets Smith Wealth Management
North Carolina
$8.77M -$176K -7,695 -2%
SA
194
SRH Advisors
Kansas
$8.66M +$94.7K +4,144 +1%
BIP
195
Blueprint Investment Partners
North Carolina
$8.61M +$1.28M +56,105 +17%
LCM
196
Liberty Capital Management
Michigan
$8.58M -$226K -9,911 -3%
SHJ
197
Sharkey, Howes & Javer
Colorado
$8.39M -$363K -15,889 -4%
MGIA
198
Moneta Group Investment Advisors
Missouri
$8.31M -$16.4M -715,872 -66%
RIM
199
Rockbridge Investment Management
New York
$8.28M -$419K -18,357 -5%
FT
200
Fiduciary Trust
Massachusetts
$8.25M -$142K -6,219 -2%