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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
26
Kays Financial Advisory
Georgia
$19.6M +$1.05M +118,974 +6%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$17.9M +$1.68M +190,272 +11%
NSAM
28
North Star Asset Management
Wisconsin
$17.8M +$745K +84,600 +4%
HDIM
29
Hanson & Doremus Investment Management
Vermont
$17.2M +$4.82M +546,912 +40%
Wells Fargo
30
Wells Fargo
California
$16.8M +$1.46M +165,240 +10%
SFS
31
Summit Financial Strategies
Ohio
$16.2M +$638K +72,366 +4%
K
32
Kemper
Illinois
$12.9M
BFG
33
Bouchey Financial Group
New York
$12.3M +$849K +96,336 +8%
FC
34
Financial Consulate
Maryland
$11.9M -$3.99M -453,024 -26%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M +$1.15M +130,200 +12%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$11.1M +$3.83M +434,880 +55%
IA
37
IFP Advisors
Florida
$11M +$692K +78,516 +7%
CHJWM
38
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.5M +$1.1M +124,536 +12%
SFSG
39
Stearns Financial Services Group
North Carolina
$10.2M -$241K -27,324 -2%
Jane Street
40
Jane Street
New York
$10M +$5M +567,768 +105%
BC
41
Bartlett & Co
Ohio
$9.96M -$107K -12,090 -1%
Morgan Stanley
42
Morgan Stanley
New York
$9.8M +$497K +56,370 +5%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$9.57M +$6.22M +705,822 +199%
BlackRock
44
BlackRock
New York
$9.52M -$843K -95,652 -8%
SA
45
Strategic Advisors
New York
$9.25M +$3.08M +349,254 +52%
GA
46
Gateway Advisory
New Jersey
$8.34M -$775K -87,912 -9%
RMC
47
Regis Management Company
California
$8.29M -$4.49K -510 -0.1%
AAC
48
Asset Advisors Corp
Georgia
$8.07M +$1.46M +165,660 +23%
RBC
49
Roble Belko & Company
Pennsylvania
$7.94M +$699K +79,344 +10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$7.48M +$1.94M +220,482 +36%