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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
201
AllianceBernstein
Tennessee
$7.64M +$1.74M +76,441 +27%
EFG
202
Embree Financial Group
Illinois
$7.55M -$194K -8,526 -2%
MSS
203
Mitchell Sinkler & Starr
Pennsylvania
$7.47M +$17.6K +775 +0.2%
MSFS
204
Main Street Financial Solutions
Pennsylvania
$7.45M +$406K +17,836 +5%
JPLA
205
Joseph P. Lucia & Associates
New York
$7.44M +$192K +8,450 +3%
AIP
206
Almanack Investment Partners
Pennsylvania
$7.44M -$5.21M -228,917 -40%
BCM
207
Brookstone Capital Management
Illinois
$7.38M +$3.13M +137,755 +67%
EI
208
Ellevest Inc
New York
$7.36M -$6.66M -292,827 -46%
FWM
209
FFT Wealth Management
Pennsylvania
$7.36M -$2.44M -107,155 -24%
JFG
210
JMG Financial Group
Illinois
$7.32M -$54.5K -2,397 -0.7%
FA
211
Fagan Associates
New York
$7.16M +$278K +12,230 +4%
DI
212
Disciplined Investors
Texas
$7.16M -$102K -4,465 -1%
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$7.08M +$35.3K +1,550 +0.5%
OFG
214
Orcam Financial Group
California
$7.02M -$66.2K -2,908 -0.9%
VFIC
215
Valley Forge Investment Consultants
Pennsylvania
$6.99M -$60.4K -2,656 -0.8%
JIC
216
Johnson Investment Counsel
Ohio
$6.91M -$565K -24,844 -7%
JWA
217
JFS Wealth Advisors
Pennsylvania
$6.87M -$22.3K -979 -0.3%
WKWM
218
Walter & Keenan Wealth Management
Indiana
$6.83M +$13.3K +586 +0.2%
NIA
219
NBZ Investment Advisors
Tennessee
$6.79M -$272K -11,939 -4%
Kovitz Investment Group Partners
220
Kovitz Investment Group Partners
Illinois
$6.64M -$66.1K -2,904 -0.9%
SSWM
221
Sheets Smith Wealth Management
North Carolina
$6.59M -$1.82M -80,087 -21%
BIP
222
Blueprint Investment Partners
North Carolina
$6.59M -$1.67M -73,227 -19%
ICM
223
Islay Capital Management
Texas
$6.52M -$1.12M -49,069 -14%
William Blair & Company
224
William Blair & Company
Illinois
$6.45M +$321K +14,099 +5%
CFO
225
CVA Family Office
Colorado
$6.35M -$86.7K -3,810 -1%