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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
$7.9M -$112K -5,238 -1%
JFG
202
JMG Financial Group
Illinois
$7.82M -$67.3K -3,153 -0.9%
JIC
203
Johnson Investment Counsel
Ohio
$7.71M +$106K +4,956 +1%
MSS
204
Mitchell Sinkler & Starr
Pennsylvania
$7.62M -$260K -12,162 -3%
MSFS
205
Main Street Financial Solutions
Pennsylvania
$7.43M -$275K -12,858 -4%
VFIC
206
Valley Forge Investment Consultants
Pennsylvania
$7.43M -$1.35M -63,387 -16%
JWA
207
JFS Wealth Advisors
Pennsylvania
$7.36M -$318K -14,874 -4%
JPLA
208
Joseph P. Lucia & Associates
New York
$7.35M +$427K +19,986 +6%
CFMC
209
Curbstone Financial Management Corp
New Hampshire
$7.34M -$327K -15,300 -4%
OFG
210
Orcam Financial Group
California
$7.33M +$34.1K +1,599 +0.5%
BIP
211
Blueprint Investment Partners
North Carolina
$7.16M +$401K +18,786 +6%
Tudor Investment Corp
212
Tudor Investment Corp
Connecticut
$6.83M +$5.19M +243,252 +375%
CFO
213
CVA Family Office
Colorado
$6.73M +$178K +8,331 +3%
VA
214
Valmark Advisers
Ohio
$6.65M +$92.6K +4,335 +1%
AIA
215
Arcadia Investment Advisors
Idaho
$6.55M -$108K -5,064 -2%
DWM
216
Destination Wealth Management
California
$6.55M -$74.2K -3,474 -1%
AIM
217
AHL Investment Management
Florida
$6.39M +$813K +38,061 +15%
FA
218
Fagan Associates
New York
$6.37M +$833K +38,991 +16%
WBCM
219
Wilson & Boucher Capital Management
California
$6.26M +$36.8K +1,725 +0.6%
FWM
220
FFT Wealth Management
Pennsylvania
$6.24M +$261K +12,204 +5%
EFN
221
Equita Financial Network
Pennsylvania
$6.23M +$28.9K +1,353 +0.5%
WKWM
222
Walter & Keenan Wealth Management
Indiana
$6.13M +$35.8K +1,677 +0.6%
BA
223
Ballast Advisors
Minnesota
$6.04M -$218K -10,194 -4%
SFA
224
Souders Financial Advisors
Ohio
$6.03M +$92.9K +4,350 +2%
PMG
225
ProVise Management Group
Florida
$5.93M +$69.9K +3,273 +1%