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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$11.5M -$5.15M -662,130 -32%
LPL Financial
27
LPL Financial
California
$10.5M +$1.06M +135,960 +12%
BlackRock
28
BlackRock
New York
$9.51M -$67.2K -8,646 -0.7%
BC
29
Bartlett & Co
Ohio
$9.47M +$303K +38,994 +3%
SFSG
30
Stearns Financial Services Group
North Carolina
$9.45M -$7.53M -968,826 -46%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$8.9M +$3.44M +443,208 +69%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$8.75M -$1.39M -178,308 -14%
MIAN
33
Mariner Independent Advisor Network
Kansas
$8.72M -$8.15M -1,048,500 -93%
Morgan Stanley
34
Morgan Stanley
New York
$8.71M +$1.41M +181,752 +21%
CHJWM
35
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.17M +$517K +66,540 +7%
SBL
36
Sargent Bickham Lagudis
Colorado
$7.57M +$7.16M +921,780 New
RMC
37
Regis Management Company
California
$7.57M +$5.04M +648,828 +238%
BFG
38
Bouchey Financial Group
New York
$6.91M +$249K +32,022 +4%
AIM
39
Advantage Investment Management
Iowa
$6.64M +$79K +10,170 +1%
K
40
Kemper
Illinois
$6.61M +$6.26M +805,014 New
HCM
41
Hengehold Capital Management
Ohio
$6.61M -$180K -23,154 -3%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$6.02M +$868K +111,714 +18%
RBC
43
Roble Belko & Company
Pennsylvania
$5.9M +$5.1M +656,058 +1,049%
ADL
44
Asset Dedication LLC
California
$5.64M -$588K -75,636 -10%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$5.62M +$374K +48,144 +8%
PS
46
Portfolio Solutions
Michigan
$5.58M +$4.51M +579,846 +580%
SA
47
Strategic Advisors
New York
$5.5M +$415K +53,388 +9%
MAS
48
Madden Advisory Services
Florida
$5.34M +$58.7K +7,548 +1%
WA
49
WBH Advisory
Maryland
$5.11M +$1.78M +229,134 +58%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.02M +$588K +75,690 +14%