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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$4M +$148K +8,718 +4%
SA
202
SRH Advisors
Kansas
$3.99M +$96K +5,670 +3%
SWM
203
Stockman Wealth Management
Montana
$3.98M +$235K +13,860 +6%
NGA
204
Naples Global Advisors
Florida
$3.94M +$140K +8,298 +4%
ADL
205
Asset Dedication LLC
California
$3.93M +$366K +21,618 +11%
AWS
206
AJ Wealth Strategies
New York
$3.87M -$115K -6,780 -3%
AAS
207
Annex Advisory Services
Wisconsin
$3.77M +$20.8K +1,230 +0.6%
AAG
208
Avalon Advisory Group
Pennsylvania
$3.75M -$341K -20,136 -9%
LIM
209
Leavell Investment Management
Alabama
$3.73M
VCP
210
Vista Capital Partners
Oregon
$3.72M -$29.3K -1,734 -0.8%
MIS
211
Morningstar Investment Services
Illinois
$3.72M +$3.62M +213,984 New
ZF
212
Zhang Financial
Michigan
$3.71M -$126K -7,440 -3%
FG
213
Fiduciary Group
Georgia
$3.69M -$87.7K -5,184 -2%
CWM
214
Chesapeake Wealth Management
Virginia
$3.68M -$194K -11,484 -5%
IWMA
215
Ironwood Wealth Management (Arizona)
Arizona
$3.56M -$91.5K -5,406 -3%
SAMC
216
Spectrum Asset Management (California)
California
$3.5M -$827K -48,888 -20%
SAM
217
Sawgrass Asset Management
Florida
$3.49M +$9.34K +552 +0.3%
ACI
218
Alpha Cubed Investments
California
$3.48M
CI
219
Cordant Inc
Oregon
$3.46M -$79.8K -4,716 -2%
BL
220
BCWM LLC
Kansas
$3.45M -$327K -19,314 -9%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$3.4M -$1M -59,130 -23%
EVM
222
Eaton Vance Management
Massachusetts
$3.4M
5L
223
55I LLC
Massachusetts
$3.39M +$157K +9,264 +5%
RJA
224
Raymond James & Associates
Florida
$3.37M +$171K +10,110 +5%
MA
225
Mutual Advisors
Nebraska
$3.35M -$2.45M -144,852 -43%