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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Financial Consulate
Maryland
$15.4M -$7.57M -871,932 -33%
SFS
27
Summit Financial Strategies
Ohio
$15M +$958K +110,388 +7%
Wells Fargo
28
Wells Fargo
California
$14.8M +$1.08M +124,326 +8%
K
29
Kemper
Illinois
$12.5M
HDIM
30
Hanson & Doremus Investment Management
Vermont
$11.9M -$5.9M -679,998 -33%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$11.1M +$11.5M +1,328,010 New
BFG
32
Bouchey Financial Group
New York
$11M +$1.5M +172,668 +16%
SFSG
33
Stearns Financial Services Group
North Carolina
$10.1M +$74.8K +8,616 +0.8%
BlackRock
34
BlackRock
New York
$10M -$450K -51,846 -4%
IA
35
IFP Advisors
Florida
$9.97M -$329K -37,938 -3%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.78M +$2.25M +259,242 +30%
BC
37
Bartlett & Co
Ohio
$9.72M -$635K -73,092 -6%
CHJWM
38
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.1M +$55K +6,330 +0.6%
Morgan Stanley
39
Morgan Stanley
New York
$8.97M +$257K +29,640 +3%
GA
40
Gateway Advisory
New Jersey
$8.75M -$318K -36,594 -3%
RMC
41
Regis Management Company
California
$8.01M +$2.6K +300 +0%
RBC
42
Roble Belko & Company
Pennsylvania
$6.98M +$186K +21,378 +3%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$6.93M +$523K +60,270 +8%
AAC
44
Asset Advisors Corp
Georgia
$6.35M +$308K +35,460 +5%
ADL
45
Asset Dedication LLC
California
$6.24M +$41.4K +4,764 +0.7%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$5.95M -$112K -12,858 -2%
PS
47
Portfolio Solutions
Michigan
$5.95M
SA
48
Strategic Advisors
New York
$5.89M +$104K +11,946 +2%
MAS
49
Madden Advisory Services
Florida
$5.88M +$281K +32,346 +5%
WA
50
WBH Advisory
Maryland
$5.64M +$104K +11,946 +2%