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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
176
Davidson Kahn Capital Management
California
$11.8M +$879K +35,516 +8%
JIC
177
Johnson Investment Counsel
Ohio
$11.8M +$1.77M +71,577 +18%
VWA
178
VSM Wealth Advisory
Maryland
$11.8M -$268K -10,839 -2%
PFM
179
Peak Financial Management
Massachusetts
$11.8M +$126K +5,074 +1%
BWL
180
Beacon Wealthcare LLC
North Carolina
$11.6M -$38K -1,537 -0.3%
EFG
181
Everhart Financial Group
Ohio
$11.6M -$305K -12,336 -3%
WPW
182
Waldron Private Wealth
Pennsylvania
$11.6M – – –
BF
183
Brooklyn FI
New York
$11.4M -$232K -9,387 -2%
VA
184
Vestwell Advisors
New York
$11.2M – – –
FFA
185
Farther Finance Advisors
California
$11.2M +$4.26M +172,112 +65%
WFS
186
Walker Financial Services
Kentucky
$11M +$10.6M +427,492 New
LCM
187
Liberty Capital Management
Michigan
$11M +$240K +9,704 +2%
AWMG
188
Alliance Wealth Management Group
New Jersey
$10.7M -$282K -11,374 -3%
TCM
189
Towercrest Capital Management
Pennsylvania
$10.7M -$282K -11,374 -3%
PCIA
190
Prime Capital Investment Advisors
Kansas
$10.6M -$29.3K -1,185 -0.3%
AA
191
Apriem Advisors
California
$10.6M +$5.57K +225 +0.1%
Charles Schwab
192
Charles Schwab
California
$10.6M -$972K -39,266 -9%
FOA
193
Five Oceans Advisors
California
$10.5M -$1.86K -75 -0%
MGIA
194
Moneta Group Investment Advisors
Missouri
$10.5M +$438K +17,689 +5%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$153K +6,195 +2%
GVAG
196
Great Valley Advisor Group
Delaware
$10.4M -$274K -11,059 -3%
SA
197
SRH Advisors
Kansas
$9.97M +$2K +81 +0%
FWM
198
FFT Wealth Management
Pennsylvania
$9.89M +$1.46M +59,094 +18%
FT
199
Fiduciary Trust
Massachusetts
$9.66M -$243K -9,815 -3%
WFP
200
Wrenne Financial Planning
Kentucky
$9.66M +$286K +11,568 +3%