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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
176
Sequoia Financial Advisors
Ohio
$12.3M -$741K -28,446 -6%
PFM
177
Peak Financial Management
Massachusetts
$12.3M +$235K +9,032 +2%
MWM
178
Meridian Wealth Management
Kentucky
$12.3M -$478K -18,345 -4%
DBRC
179
D.B. Root & Company
Pennsylvania
$12.1M -$155K -5,945 -1%
VWA
180
VSM Wealth Advisory
Maryland
$11.8M -$207K -7,957 -2%
WPW
181
Waldron Private Wealth
Pennsylvania
$11.8M
BWL
182
Beacon Wealthcare LLC
North Carolina
$11.7M -$114K -4,367 -1%
LCM
183
Liberty Capital Management
Michigan
$11.7M +$518K +19,898 +5%
BF
184
Brooklyn FI
New York
$11.6M +$56K +2,153 +0.5%
EFG
185
Everhart Financial Group
Ohio
$11.2M -$677K -25,994 -6%
VA
186
Vestwell Advisors
New York
$10.9M
Northern Trust
187
Northern Trust
Illinois
$10.9M +$1.36M +52,323 +14%
FOA
188
Five Oceans Advisors
California
$10.8M -$9.21K -354 -0.1%
KAS
189
Kestra Advisory Services
Texas
$10.7M +$1.45M +55,588 +16%
AWMG
190
Alliance Wealth Management Group
New Jersey
$10.7M -$230K -8,836 -2%
TCM
191
Towercrest Capital Management
Pennsylvania
$10.7M -$230K -8,836 -2%
PCIA
192
Prime Capital Investment Advisors
Kansas
$10.7M -$169K -6,490 -2%
AA
193
Apriem Advisors
California
$10.6M -$197K -7,559 -2%
DWM
194
Destination Wealth Management
California
$10.6M +$3.94M +151,217 +60%
GVAG
195
Great Valley Advisor Group
Delaware
$10.5M -$95.2K -3,656 -0.9%
DF
196
Downshift Financial
Colorado
$10.4M +$10.4M +399,432 New
SA
197
SRH Advisors
Kansas
$10.4M +$198K +7,622 +2%
Charles Schwab
198
Charles Schwab
California
$10.4M -$449K -17,266 -4%
WFP
199
Wrenne Financial Planning
Kentucky
$10.2M +$312K +11,986 +3%
MGIA
200
Moneta Group Investment Advisors
Missouri
$10.2M -$593K -22,774 -6%