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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
Liberty Capital Management
Michigan
$4.12M +$140K +9,330 +4%
WKWM
202
Walter & Keenan Wealth Management
Indiana
$4.1M -$43.4K -2,886 -1%
WFA
203
Wade Financial Advisory
California
$4.1M +$432K +28,770 +12%
PA
204
Parallel Advisors
California
$4.04M -$78.9K -5,247 -2%
MPI
205
Mairs & Power Inc
Minnesota
$4.03M -$32.5K -2,160 -0.8%
BFPW
206
BOK Financial Private Wealth
Colorado
$4.03M -$66.8K -4,446 -2%
SWM
207
SeaCrest Wealth Management
New York
$4M +$83K +5,526 +2%
DWM
208
Destination Wealth Management
California
$3.98M +$1.84M +122,121 +85%
BPA
209
Beacon Pointe Advisors
California
$3.95M +$41.8K +2,784 +1%
AOWM
210
Alpha Omega Wealth Management
Virginia
$3.93M -$7.21K -480 -0.2%
VA
211
Valmark Advisers
Ohio
$3.93M +$20.1K +1,338 +0.5%
SEM
212
Strategic Equity Management
Arizona
$3.9M +$3.92M +260,961 New
PMG
213
ProVise Management Group
Florida
$3.88M -$151K -10,062 -4%
PA
214
Planning Alternatives
Michigan
$3.88M -$461K -30,648 -11%
BSW
215
Buckingham Strategic Wealth
Missouri
$3.86M +$96.7K +6,435 +3%
WBCM
216
Wilson & Boucher Capital Management
California
$3.84M +$109K +7,245 +3%
FA
217
Fagan Associates
New York
$3.82M -$43.6K -2,898 -1%
JP Morgan Chase
218
JP Morgan Chase
New York
$3.82M +$3.2M +213,126 +498%
Northern Trust
219
Northern Trust
Illinois
$3.81M +$18.7K +1,242 +0.5%
KIA
220
KCM Investment Advisors
California
$3.79M +$857 +57 +0%
RSWM
221
Robertson Stephens Wealth Management
California
$3.78M -$18.9K -1,257 -0.5%
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$3.75M
WCM
223
Whitener Capital Management
North Carolina
$3.75M -$272K -18,102 -7%
RDWM
224
Red Door Wealth Management
Tennessee
$3.75M -$2.48K -165 -0.1%
CPA
225
Cardiff Park Advisors
California
$3.75M -$2.04M -135,639 -35%