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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
201
Madison Wealth Partners
Wisconsin
$6.12M +$5.7M +329,835 New
TFF
202
The Family Firm
Maryland
$6.11M +$53.8K +3,117 +1%
JWA
203
JFS Wealth Advisors
Pennsylvania
$6.03M +$77.5K +4,485 +1%
BIP
204
Blueprint Investment Partners
North Carolina
$5.94M +$932K +53,961 +20%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$5.83M +$492K +28,506 +10%
JIC
206
Johnson Investment Counsel
Ohio
$5.82M +$79K +4,575 +1%
CFO
207
CVA Family Office
Colorado
$5.81M -$235K -13,590 -4%
AIA
208
Arcadia Investment Advisors
Idaho
$5.65M -$80.4K -4,653 -2%
NA
209
NewEdge Advisors
Louisiana
$5.5M +$2.53M +146,265 +99%
BSW
210
Buckingham Strategic Wealth
Missouri
$5.39M +$190K +10,998 +4%
AWS
211
Atria Wealth Solutions
New York
$5.29M +$1.12M +65,088 +30%
BA
212
Ballast Advisors
Minnesota
$5.28M -$418K -24,180 -8%
VA
213
Valmark Advisers
Ohio
$5.27M +$134K +7,737 +3%
LJAC
214
L.J. Altfest & Co
New York
$5.12M -$62.9K -3,642 -1%
PA
215
PFG Advisors
Arizona
$5.1M -$1.76M -101,925 -27%
WKWM
216
Walter & Keenan Wealth Management
Indiana
$5.09M +$16.4K +948 +0.3%
CAM
217
Cresset Asset Management
Illinois
$5.07M -$117K -6,765 -2%
CAN
218
Cetera Advisor Networks
California
$4.92M +$773K +44,772 +20%
WFA
219
Wade Financial Advisory
California
$4.91M -$73K -4,224 -2%
PMG
220
ProVise Management Group
Florida
$4.89M +$40.3K +2,334 +0.9%
Northern Trust
221
Northern Trust
Illinois
$4.89M -$13K -750 -0.3%
WBCM
222
Wilson & Boucher Capital Management
California
$4.82M +$57K +3,300 +1%
BF
223
Brooklyn FI
New York
$4.77M +$59.2K +3,429 +1%
GAM
224
Garrison Asset Management
Arkansas
$4.76M -$97.3K -5,634 -2%
SFWC
225
Strategic Family Wealth Counselors
New Jersey
$4.7M -$350K -20,253 -7%