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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
201
L.J. Altfest & Co
New York
$4.64M -$68.1K -3,933 -1%
VA
202
Valmark Advisers
Ohio
$4.59M +$197K +11,355 +4%
LIM
203
Leavell Investment Management
Alabama
$4.56M +$331K +19,137 +7%
WKWM
204
Walter & Keenan Wealth Management
Indiana
$4.54M -$11.3K -651 -0.2%
SFWC
205
Strategic Family Wealth Counselors
New Jersey
$4.54M +$5.45K +315 +0.1%
WFA
206
Wade Financial Advisory
California
$4.47M -$60.3K -3,483 -1%
SWM
207
SeaCrest Wealth Management
New York
$4.45M +$22.7K +1,311 +0.5%
BIP
208
Blueprint Investment Partners
North Carolina
$4.43M +$1.08M +62,607 +31%
Northern Trust
209
Northern Trust
Illinois
$4.39M +$476K +27,507 +12%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$4.37M -$513K -29,667 -10%
GAM
211
Garrison Asset Management
Arkansas
$4.35M -$197K -11,394 -4%
PMG
212
ProVise Management Group
Florida
$4.34M -$124K -7,191 -3%
WCM
213
Whitener Capital Management
North Carolina
$4.29M +$98.4K +5,685 +2%
FIM
214
Freedom Investment Management
Connecticut
$4.28M -$2.53M -145,959 -36%
WBCM
215
Wilson & Boucher Capital Management
California
$4.26M +$66.3K +3,828 +2%
BFPW
216
BOK Financial Private Wealth
Colorado
$4.25M -$50.4K -2,913 -1%
MPI
217
Mairs & Power Inc
Minnesota
$4.22M
BF
218
Brooklyn FI
New York
$4.21M +$1.62M +93,747 +59%
Chevy Chase Trust
219
Chevy Chase Trust
Maryland
$4.18M
CPA
220
Cardiff Park Advisors
California
$4.14M -$90.4K -5,226 -2%
AllianceBernstein
221
AllianceBernstein
Tennessee
$4.13M +$656K +37,911 +18%
AOWM
222
Alpha Omega Wealth Management
Virginia
$4.11M -$47.4K -2,736 -1%
BL
223
BCWM LLC
Kansas
$4.11M +$213K +12,300 +5%
CSWM
224
Cassady Schiller Wealth Management
Ohio
$4.06M
FA
225
Fagan Associates
New York
$4.05M -$48.6K -2,811 -1%