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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$4.8M +$1.32M +81,060 +41%
WKWM
202
Walter & Keenan Wealth Management
Indiana
$4.72M -$25.9K -1,590 -0.6%
GAM
203
Garrison Asset Management
Arkansas
$4.71M -$96.9K -5,943 -2%
SFWC
204
Strategic Family Wealth Counselors
New Jersey
$4.71M +$12K +738 +0.3%
WFA
205
Wade Financial Advisory
California
$4.69M -$4.11K -252 -0.1%
PMG
206
ProVise Management Group
Florida
$4.63M +$98 +6 +0%
PA
207
Parallel Advisors
California
$4.6M -$123K -7,569 -3%
SWM
208
SeaCrest Wealth Management
New York
$4.6M -$172K -10,581 -4%
VA
209
Valmark Advisers
Ohio
$4.57M +$51.5K +3,159 +1%
ICM
210
Islay Capital Management
Texas
$4.5M +$1.62M +99,603 +62%
NRI
211
NFP Retirement Inc
California
$4.49M +$3.84M +235,299 +940%
BPA
212
Beacon Pointe Advisors
California
$4.47M +$190K +11,664 +5%
BFPW
213
BOK Financial Private Wealth
Colorado
$4.46M -$185K -11,331 -4%
RSWM
214
Robertson Stephens Wealth Management
California
$4.44M +$73.8K +4,530 +2%
LIM
215
Leavell Investment Management
Alabama
$4.4M +$245K +15,051 +6%
MPI
216
Mairs & Power Inc
Minnesota
$4.38M -$259K -15,900 -6%
CPA
217
Cardiff Park Advisors
California
$4.38M +$22K +1,350 +0.5%
JP Morgan Chase
218
JP Morgan Chase
New York
$4.35M +$450K +27,627 +12%
WBCM
219
Wilson & Boucher Capital Management
California
$4.35M -$2.4K -147 -0.1%
WCM
220
Whitener Capital Management
North Carolina
$4.35M +$130K +7,980 +3%
Chevy Chase Trust
221
Chevy Chase Trust
Maryland
$4.34M
AOWM
222
Alpha Omega Wealth Management
Virginia
$4.31M -$51.5K -3,162 -1%
FA
223
Fagan Associates
New York
$4.25M -$9.34K -573 -0.2%
CSWM
224
Cassady Schiller Wealth Management
Ohio
$4.21M +$93.9K +5,760 +2%
RWM
225
RKL Wealth Management
Pennsylvania
$4.16M +$45.6K +2,799 +1%