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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
201
Robertson Stephens Wealth Management
California
$3.56M +$71.2K +4,575 +2%
KIA
202
KCM Investment Advisors
California
$3.56M -$213K -13,704 -5%
Northern Trust
203
Northern Trust
Illinois
$3.56M +$31.5K +2,028 +0.8%
LIM
204
Leavell Investment Management
Alabama
$3.54M +$7.19K +462 +0.2%
BSW
205
Buckingham Strategic Wealth
Missouri
$3.53M -$63.8K -4,098 -2%
Chevy Chase Trust
206
Chevy Chase Trust
Maryland
$3.52M
RDWM
207
Red Door Wealth Management
Tennessee
$3.52M +$187 +12 +0%
WBCM
208
Wilson & Boucher Capital Management
California
$3.5M +$173K +11,100 +5%
RW
209
REDW Wealth
New Mexico
$3.45M -$36.4K -2,340 -0.9%
WFA
210
Wade Financial Advisory
California
$3.44M -$700 -45 -0%
CIAS
211
Capital Investment Advisory Services
North Carolina
$3.36M -$109K -6,999 -3%
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$3.35M -$38.9K -2,502 -1%
VCM
213
Vivaldi Capital Management
Illinois
$3.34M +$101K +6,480 +3%
CSWM
214
Cassady Schiller Wealth Management
Ohio
$3.34M -$36.6K -2,355 -1%
CPIG
215
Chicago Partners Investment Group
Illinois
$3.31M +$562K +36,144 +19%
RWM
216
RKL Wealth Management
Pennsylvania
$3.31M +$84.6K +5,439 +2%
SWRP
217
Summit Wealth & Retirement Planning
California
$3.22M -$128K -8,211 -3%
CAM
218
Cresset Asset Management
Illinois
$3.2M -$53.1K -3,411 -1%
SOAG
219
Silver Oak Advisory Group
Oregon
$3.15M -$656K -42,171 -16%
Citadel Advisors
220
Citadel Advisors
Florida
$3.13M +$3.48M +223,893 New
SHJ
221
Sharkey, Howes & Javer
Colorado
$3.11M +$2.36M +151,923 +217%
ICM
222
Islay Capital Management
Texas
$3.1M -$496K -31,887 -13%
SFA
223
Souders Financial Advisors
Ohio
$3.08M +$249K +16,023 +8%
PAG
224
Private Advisor Group
New Jersey
$3.07M +$95.5K +6,138 +3%
ADL
225
Asset Dedication LLC
California
$3.06M +$3.4M +218,604 New