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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Summit Financial Strategies
Ohio
$6.84M +$6.67M +823,374 New
CHJWM
27
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.4M +$1.28M +158,676 +26%
Jane Street
28
Jane Street
New York
$6.37M -$2.84M -350,856 -31%
SWM
29
SVA Wealth Management
Wisconsin
$6.2M +$353K +43,590 +6%
HB
30
Homrich & Berg
Georgia
$5.86M +$789K +97,452 +16%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.74M +$5.59M +690,270 +81,592%
IF
32
Ironwood Financial
Arizona
$5.06M +$4.93M +609,360 New
AI
33
Atria Investments
North Carolina
$4.76M +$153K +18,864 +3%
MAS
34
Madden Advisory Services
Florida
$4.75M -$62.7K -7,746 -1%
BCMO
35
Buckingham Capital Management (Ohio)
Ohio
$4.68M +$64.7K +7,986 +1%
OAJ
36
Ogorek Anthony Joseph
New York
$4.33M +$4.22M +521,574 New
LPL Financial
37
LPL Financial
California
$4.14M +$228K +28,158 +6%
DG
38
Davidson & Garrard
Virginia
$3.78M +$1.27M +156,588 +53%
Morgan Stanley
39
Morgan Stanley
New York
$3.65M +$488K +60,240 +16%
BFG
40
Bouchey Financial Group
New York
$3.62M +$80.9K +9,990 +2%
FC
41
Financial Consulate
Maryland
$3.4M +$3.31M +409,260 New
SA
42
Strategic Advisors
New York
$3.31M -$22.2K -2,736 -0.7%
AIM
43
Advantage Investment Management
Iowa
$2.97M +$2.89M +357,246 New
VCM
44
Vigilant Capital Management
Maine
$2.83M -$452K -55,830 -14%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.71M +$584K +72,126 +28%
CWM
46
Concert Wealth Management
California
$2.68M -$613K -75,702 -19%
FI
47
FormulaFolio Investments
Michigan
$2.48M +$2.42M +299,082 New
MPI
48
Mairs & Power Inc
Minnesota
$2.48M -$24.3K -3,000 -1%
WA
49
WBH Advisory
Maryland
$2.39M +$219K +27,048 +10%
SC
50
Savant Capital
Illinois
$2.24M +$75.5K +9,318 +4%