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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
201
Moneta Group Investment Advisors
Missouri
$11M -$264K -9,447 -2%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$10.9M +$328K +11,723 +3%
MWP
203
Madison Wealth Partners
Wisconsin
$10.7M -$222K -7,935 -2%
FT
204
Fiduciary Trust
Massachusetts
$10.7M -$32.1K -1,145 -0.3%
BCM
205
Brookstone Capital Management
Illinois
$10.6M +$66.3K +2,370 +0.7%
FWM
206
FFT Wealth Management
Pennsylvania
$10.6M -$226K -8,075 -2%
PJC
207
Phillip James Consulting
Minnesota
$10.4M +$10M +357,939 New
JPLA
208
Joseph P. Lucia & Associates
New York
$10.2M +$370K +13,225 +4%
Jane Street
209
Jane Street
New York
$10M -$224 -8 -0%
WKWM
210
Walter & Keenan Wealth Management
Indiana
$9.81M -$34.5K -1,231 -0.4%
BA
211
Brightwater Advisory
Florida
$9.62M -$367K -13,103 -4%
DI
212
Disciplined Investors
Texas
$9.49M -$151K -5,391 -2%
VFIC
213
Valley Forge Investment Consultants
Pennsylvania
$9.4M +$14.3K +512 +0.2%
MSS
214
Mitchell Sinkler & Starr
Pennsylvania
$9.35M -$20K -715 -0.2%
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$9.26M +$4.62M +165,035 +107%
DWM
216
Destination Wealth Management
California
$9.26M -$206K -7,374 -2%
CP
217
Creekside Partners
California
$9.23M +$69.3K +2,476 +0.8%
OFG
218
Orcam Financial Group
California
$8.95M -$55.8K -1,993 -0.6%
CFMC
219
Curbstone Financial Management Corp
New Hampshire
$8.82M +$58K +2,070 +0.7%
NIA
220
NBZ Investment Advisors
Tennessee
$8.78M -$64K -2,286 -0.7%
RIM
221
Rockbridge Investment Management
New York
$8.7M -$1.21M -43,151 -13%
RDWM
222
Red Door Wealth Management
Tennessee
$8.65M +$59.9K +2,141 +0.7%
CFO
223
CVA Family Office
Colorado
$8.62M -$19.2K -687 -0.2%
SHJ
224
Sharkey, Howes & Javer
Colorado
$8.54M -$114K -4,068 -1%
SF
225
Summit Financial
New Jersey
$8.51M -$84.9K -3,031 -1%