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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
26
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.81M +$398K +49,722 +9%
MAS
27
Madden Advisory Services
Florida
$4.59M +$33.8K +4,224 +0.7%
SSWM
28
Sheets Smith Wealth Management
North Carolina
$4.4M +$17.8K +2,220 +0.4%
BCMO
29
Buckingham Capital Management (Ohio)
Ohio
$4.4M -$48.9K -6,114 -1%
AI
30
Atria Investments
North Carolina
$4.39M -$143K -17,892 -3%
LPL Financial
31
LPL Financial
California
$3.68M +$318K +39,834 +9%
BFG
32
Bouchey Financial Group
New York
$3.38M +$294K +36,780 +9%
SA
33
Strategic Advisors
New York
$3.18M +$306K +38,214 +11%
CWM
34
Concert Wealth Management
California
$3.16M +$682K +85,308 +27%
VCM
35
Vigilant Capital Management
Maine
$3.15M -$291K -36,390 -8%
Morgan Stanley
36
Morgan Stanley
New York
$3.01M -$13.6M -1,700,496 -82%
APCM
37
Alaska Permanent Capital Management
Alaska
$2.62M +$250K +31,272 +10%
MPI
38
Mairs & Power Inc
Minnesota
$2.39M
DG
39
Davidson & Garrard
Virginia
$2.36M +$162K +20,232 +7%
FF
40
Friedenthal Financial
New Jersey
$2.23M +$134K +16,812 +6%
BAS
41
Brown Advisory Securities
Maryland
$2.1M +$168K +21,000 +9%
WA
42
WBH Advisory
Maryland
$2.06M +$125K +15,606 +6%
SC
43
Savant Capital
Illinois
$2.06M +$502K +62,766 +32%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.01M +$642K +80,322 +46%
VFS
45
VSR Financial Services
Kansas
$1.82M +$30.1K +3,768 +2%
EK
46
Evensky & Katz
Florida
$1.81M +$993K +124,158 +132%
FA
47
Fagan Associates
New York
$1.77M +$36.2K +4,524 +2%
Bank of America
48
Bank of America
North Carolina
$1.54M -$224K -27,990 -13%
RP
49
Reinhart Partners
Wisconsin
$1.5M +$840K +105,000 +125%
SG Americas Securities
50
SG Americas Securities
New York
$1.49M +$1.51M +188,520 New