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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$9.21M +$359K +43,656 +4%
FC
27
Financial Consulate
Maryland
$9.18M +$3.21M +390,300 +49%
F
28
FutureAdvisor
California
$9.05M +$2.03M +247,260 +27%
SFS
29
Summit Financial Strategies
Ohio
$8.98M +$700K +85,188 +8%
FMP
30
Financial Management Professionals
Texas
$8.69M +$338K +41,124 +4%
PR
31
Payden & Rygel
California
$7.99M +$8.49M +1,033,800 New
BC
32
Bartlett & Co
Ohio
$7.9M +$169K +20,532 +2%
CHJWM
33
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7M +$69.4K +8,448 +0.9%
Morgan Stanley
34
Morgan Stanley
New York
$6.99M +$3.71M +451,326 +100%
BFG
35
Bouchey Financial Group
New York
$6.32M +$1.42M +173,136 +27%
HCM
36
Hengehold Capital Management
Ohio
$6.2M -$31.7M -3,862,794 -83%
AIM
37
Advantage Investment Management
Iowa
$6.17M +$136K +16,524 +2%
AI
38
Atria Investments
North Carolina
$5.9M +$978K +119,040 +18%
IF
39
Ironwood Financial
Arizona
$5.21M +$441K +53,688 +9%
LPL Financial
40
LPL Financial
California
$4.85M +$740K +90,084 +17%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$4.82M +$227K +27,636 +5%
MAS
42
Madden Advisory Services
Florida
$4.78M +$157K +19,080 +3%
TRCT
43
Tower Research Capital (TRC)
New York
$4.32M +$1.46M +178,098 +47%
SA
44
Strategic Advisors
New York
$4.13M -$755K -91,854 -15%
Wells Fargo
45
Wells Fargo
California
$4.08M -$1.83M -222,342 -30%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.08M +$2.16M +262,830 +99%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$4.03M -$1.63M -199,026 -28%
DG
48
Davidson & Garrard
Virginia
$3.89M +$274K +33,354 +7%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$3.83M +$610K +74,268 +18%
FI
50
FormulaFolio Investments
Michigan
$3.71M -$3.03M -368,634 -43%