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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
26
BCWM LLC
Kansas
$1.89M -$95.9K -14,118 -5%
Bank of America
27
Bank of America
North Carolina
$1.63M -$499K -73,482 -24%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.4M +$418K +61,500 +43%
WA
29
WBH Advisory
Maryland
$1.28M +$484K +71,208 +61%
KIA
30
KCM Investment Advisors
California
$1.09M
BAS
31
Brown Advisory Securities
Maryland
$1.04M
SA
32
Strategic Advisors
New York
$985K +$977K +143,790 New
SGAM
33
Steinberg Global Asset Management
Florida
$928K -$53.3K -7,836 -5%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$830K
EVM
35
Eaton Vance Management
Massachusetts
$783K +$59.3K +8,730 +8%
MFS
36
MSI Financial Services
Massachusetts
$749K +$97K +14,280 +15%
SIC
37
Salem Investment Counselors
North Carolina
$656K +$16.3K +2,400 +3%
HB
38
Homrich & Berg
Georgia
$650K +$256K +37,614 +66%
HCMT
39
Highland Capital Management (Tennessee)
Tennessee
$625K +$25.7K +3,780 +4%
Brown Advisory
40
Brown Advisory
Maryland
$604K +$114K +16,710 +23%
Goldman Sachs
41
Goldman Sachs
New York
$592K -$249K -36,630 -30%
AAS
42
Annex Advisory Services
Wisconsin
$569K -$1.47K -216 -0.3%
VWM
43
Vector Wealth Management
Minnesota
$567K +$150K +22,122 +36%
EK
44
Evensky & Katz
Florida
$497K +$41.8K +6,156 +9%
BRWA
45
B. Riley Wealth Advisors
Florida
$496K -$2.45K -360 -0.5%
U
46
UBS
Switzerland
$487K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$468K +$464K +68,328 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$460K +$395K +58,086 +636%
TYCC
49
Texas Yale Capital Corp
Florida
$458K
FNBT
50
FineMark National Bank & Trust
Florida
$457K +$33.4K +4,914 +8%