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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Chesapeake Wealth Management
Virginia
$3.02M +$141K +11,466 +5%
IF
202
Ironwood Financial
Arizona
$3M -$851K -69,390 -23%
PMG
203
ProVise Management Group
Florida
$2.99M -$20.9K -1,704 -0.7%
RWM
204
RKL Wealth Management
Pennsylvania
$2.98M +$183K +14,874 +7%
HI
205
Hudock Inc
Pennsylvania
$2.97M -$93.9K -7,650 -3%
5L
206
55I LLC
Massachusetts
$2.96M -$455K -37,080 -14%
PCIA
207
Prime Capital Investment Advisors
Kansas
$2.95M +$155K +12,672 +6%
FC
208
Financial Consulate
Maryland
$2.91M -$18.4K -1,500 -0.7%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$2.9M +$662K +53,922 +31%
NGA
210
Naples Global Advisors
Florida
$2.89M +$91.1K +7,428 +3%
LIM
211
Leavell Investment Management
Alabama
$2.82M +$51.3K +4,182 +2%
RT
212
Rockland Trust
Massachusetts
$2.81M -$77.5K -6,318 -3%
BWL
213
Bogart Wealth LLC
Virginia
$2.79M +$152K +12,378 +6%
GA
214
Gateway Advisory
New Jersey
$2.79M -$5.08K -414 -0.2%
DPI
215
Diversified Portfolios Inc
Michigan
$2.7M +$31.1K +2,538 +1%
KIA
216
KCM Investment Advisors
California
$2.67M +$7.88K +642 +0.3%
SAM
217
Sawgrass Asset Management
Florida
$2.65M -$639K -52,038 -20%
EVM
218
Eaton Vance Management
Massachusetts
$2.64M -$31.3K -2,550 -1%
SA
219
SRH Advisors
Kansas
$2.64M +$58.5K +4,770 +2%
CMBA
220
C.M. Bidwell & Associates
Hawaii
$2.63M -$15.8K -1,290 -0.6%
SFA
221
Sequoia Financial Advisors
Ohio
$2.6M +$716K +58,356 +40%
FCM
222
Firestone Capital Management
Florida
$2.57M +$2.46M +200,394 New
RDWM
223
Red Door Wealth Management
Tennessee
$2.53M +$2.38M +193,836 New
AWA
224
Alaska Wealth Advisors
Alaska
$2.51M +$2.4M +195,672 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$2.49M -$363K -29,622 -13%