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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
201
Chicago Partners Investment Group
Illinois
$3.73M +$149K +9,426 +4%
LIM
202
Leavell Investment Management
Alabama
$3.73M +$52.5K +3,330 +1%
PA
203
PFG Advisors
Arizona
$3.72M +$326K +20,652 +10%
PMG
204
ProVise Management Group
Florida
$3.71M +$45.7K +2,898 +1%
AWS
205
AJ Wealth Strategies
New York
$3.69M -$313K -19,854 -8%
AWA
206
Alaska Wealth Advisors
Alaska
$3.69M -$74.5K -4,728 -2%
VA
207
Valmark Advisers
Ohio
$3.69M +$186K +11,820 +5%
FG
208
Fiduciary Group
Georgia
$3.62M -$12.6K -798 -0.4%
ZF
209
Zhang Financial
Michigan
$3.62M +$96.5K +6,120 +3%
SA
210
SRH Advisors
Kansas
$3.61M +$54.7K +3,468 +2%
CWM
211
Chesapeake Wealth Management
Virginia
$3.6M -$267K -16,956 -7%
CAM
212
Cresset Asset Management
Illinois
$3.57M -$343K -21,786 -9%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$3.57M -$193K -12,228 -5%
JMPWA
214
JP Morgan Private Wealth Advisors
California
$3.52M -$1.18M -74,682 -25%
NGA
215
Naples Global Advisors
Florida
$3.52M +$46.4K +2,946 +1%
BL
216
BCWM LLC
Kansas
$3.52M -$9.46K -600 -0.3%
AAS
217
Annex Advisory Services
Wisconsin
$3.48M -$113K -7,170 -3%
VCP
218
Vista Capital Partners
Oregon
$3.48M -$67.3K -4,272 -2%
SFS
219
Sowell Financial Services
Arkansas
$3.47M +$105K +6,630 +3%
SWM
220
Stockman Wealth Management
Montana
$3.47M +$267K +16,962 +9%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$3.46M -$358K -22,722 -10%
IWMA
222
Ironwood Wealth Management (Arizona)
Arizona
$3.4M -$270K -17,118 -8%
SFA
223
Souders Financial Advisors
Ohio
$3.39M +$44.5K +2,820 +1%
BSW
224
Buckingham Strategic Wealth
Missouri
$3.38M -$45.6K -2,892 -1%
ADL
225
Asset Dedication LLC
California
$3.3M -$554K -35,142 -15%