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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
176
Everhart Financial Group
Ohio
$9.84M -$27.4K -1,205 -0.3%
WPW
177
Waldron Private Wealth
Pennsylvania
$9.69M
NA
178
NewEdge Advisors
Louisiana
$9.65M +$479K +21,048 +5%
PRS
179
Pinkerton Retirement Specialists
Idaho
$9.48M -$2.46M -108,117 -20%
PFM
180
Peak Financial Management
Massachusetts
$9.45M +$126K +5,529 +1%
Ameriprise
181
Ameriprise
Minnesota
$9.39M -$150K -6,612 -1%
TFF
182
The Family Firm
Maryland
$9.24M -$6.1M -268,198 -38%
PCIA
183
Prime Capital Investment Advisors
Kansas
$9.16M +$86.4K +3,797 +0.9%
AA
184
Apriem Advisors
California
$8.97M -$5.98K -263 -0.1%
CAM
185
Cresset Asset Management
Illinois
$8.87M +$2.6M +114,198 +38%
TCM
186
Towercrest Capital Management
Pennsylvania
$8.86M -$367K -16,113 -4%
AWMG
187
Alliance Wealth Management Group
New Jersey
$8.86M -$362K -15,892 -4%
FOA
188
Five Oceans Advisors
California
$8.84M -$82.2K -3,612 -0.9%
SWM
189
SigFig Wealth Management
California
$8.83M +$923K +40,553 +8%
LCM
190
Liberty Capital Management
Michigan
$8.78M +$684K +30,058 +8%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$8.69M +$995K +43,756 +12%
AC
192
AlphaCore Capital
California
$8.54M +$9.03M +396,791 New
SA
193
SRH Advisors
Kansas
$8.35M +$143K +6,294 +2%
FT
194
Fiduciary Trust
Massachusetts
$8.19M +$383K +16,829 +5%
DKCM
195
Davidson Kahn Capital Management
California
$8.13M +$1.77M +77,634 +26%
OFS
196
OneAscent Financial Services
Alabama
$8.06M +$4.51M +198,100 +112%
SHJ
197
Sharkey, Howes & Javer
Colorado
$7.86M -$105K -4,619 -1%
RF
198
RHS Financial
California
$7.78M -$586K -25,745 -7%
RIM
199
Rockbridge Investment Management
New York
$7.78M -$77.3K -3,396 -0.9%
MGIA
200
Moneta Group Investment Advisors
Missouri
$7.75M -$138K -6,071 -2%