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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$100M +$2.47M +88,377 +3%
MF
27
Manchester Financial
California
$97.9M -$1.26M -44,977 -1%
Creative Planning
28
Creative Planning
Kansas
$95.6M +$2.9M +103,480 +3%
BP
29
Ballentine Partners
Massachusetts
$94.2M -$128K -4,570 -0.1%
HSA
30
HBK Sorce Advisory
Pennsylvania
$93.7M +$595K +21,248 +0.7%
QCM
31
Quantinno Capital Management
New York
$89.4M +$8.51M +303,949 +11%
LPL Financial
32
LPL Financial
California
$86.1M +$1.83M +65,381 +2%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$84.2M +$9.29M +331,669 +13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$83.5M +$7K +250 +0%
NSAM
35
North Star Asset Management
Wisconsin
$80.3M +$2.58M +92,253 +3%
AAIM
36
Asset Advisors Investment Management
Georgia
$79.3M -$641K -22,912 -0.8%
Brown Advisory
37
Brown Advisory
Maryland
$78.7M +$201K +7,170 +0.3%
GFA
38
Gallagher Fiduciary Advisors
Illinois
$78.4M -$1.86B -66,497,980 -96%
LFS
39
Legacy Financial Strategies
Kansas
$77.2M +$1.42M +50,793 +2%
CWM
40
Circle Wealth Management
New Jersey
$76.3M -$30.3K -1,081 -0%
DLCIG
41
D.L. Carlson Investment Group
New Hampshire
$75.1M +$7.92K +283 +0%
M
42
MYeCFO
California
$74.6M +$541K +19,332 +0.8%
Bank of America
43
Bank of America
North Carolina
$73.5M -$18.4M -657,767 -21%
SFG
44
SNS Financial Group
Minnesota
$73.2M +$20.3M +724,884 +40%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.2M -$1.13M -40,437 -2%
WAG
46
Winthrop Advisory Group
Massachusetts
$72M +$2.59M +92,674 +4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$70.6M +$5.03M +179,825 +8%
BFG
48
Bouchey Financial Group
New York
$70.2M -$766K -27,346 -1%
Wells Fargo
49
Wells Fargo
California
$69.2M +$9.18M +327,771 +16%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$69M -$7.57M -270,382 -10%
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