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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
26
Hanson & Doremus Investment Management
Vermont
$16.7M +$1.26M +152,604 +8%
KFA
27
Kays Financial Advisory
Georgia
$15.5M +$842K +102,036 +6%
Brown Advisory
28
Brown Advisory
Maryland
$13.5M +$1.68M +203,298 +14%
NSAM
29
North Star Asset Management
Wisconsin
$13.1M +$244K +29,622 +2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$12.2M -$557K -67,494 -4%
FMP
31
Financial Management Professionals
Texas
$11.6M +$2.42M +293,886 +26%
SFS
32
Summit Financial Strategies
Ohio
$10.3M +$780K +94,578 +8%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$10.2M -$26.5K -3,216 -0.3%
IA
34
IFP Advisors
Florida
$9.76M +$9.85M +1,193,832 New
BlackRock
35
BlackRock
New York
$9.53M +$9.62M +1,166,388 New
LPL Financial
36
LPL Financial
California
$9.31M +$4.53M +549,570 +91%
MIAN
37
Mariner Independent Advisor Network
Kansas
$9.18M -$571K -69,198 -6%
BC
38
Bartlett & Co
Ohio
$9.11M +$759K +92,016 +9%
PR
39
Payden & Rygel
California
$8.45M
AI
40
Atria Investments
North Carolina
$7.78M +$2.06M +249,642 +33%
Jane Street
41
Jane Street
New York
$7.53M +$5.79M +702,528 +321%
CHJWM
42
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.47M +$187K +22,620 +2%
Morgan Stanley
43
Morgan Stanley
New York
$7.18M -$213K -25,830 -3%
HCM
44
Hengehold Capital Management
Ohio
$6.76M +$212K +25,668 +3%
BFG
45
Bouchey Financial Group
New York
$6.62M -$71.5K -8,664 -1%
AIM
46
Advantage Investment Management
Iowa
$6.53M +$1.88K +228 +0%
ADL
47
Asset Dedication LLC
California
$6.24M +$6.29M +762,894 New
FI
48
FormulaFolio Investments
Michigan
$5.34M +$1.43M +173,124 +36%
MAS
49
Madden Advisory Services
Florida
$5.25M +$204K +24,690 +4%
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$5.23M +$4.27M +517,494 +421%