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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$22.4M +$117K +12,468 +0.5%
HDIM
27
Hanson & Doremus Investment Management
Vermont
$20.8M +$2.6M +277,446 +15%
KFA
28
Kays Financial Advisory
Georgia
$20.7M +$45.7K +4,872 +0.2%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$20.6M +$1.67M +177,840 +9%
NSAM
30
North Star Asset Management
Wisconsin
$19.7M +$949K +101,178 +5%
SFS
31
Summit Financial Strategies
Ohio
$17.8M +$746K +79,500 +4%
BJ
32
Brouwer & Janachowski
California
$17M -$29.9M -3,186,774 -64%
BFG
33
Bouchey Financial Group
New York
$14.5M +$1.58M +168,252 +12%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$14.2M +$4.09M +435,762 +41%
MWM
35
Merriman Wealth Management
Washington
$14M +$13.8M +1,475,052 New
IA
36
IFP Advisors
Florida
$13.6M +$1.98M +210,810 +17%
K
37
Kemper
Illinois
$13.6M
AAC
38
Asset Advisors Corp
Georgia
$13.5M +$4.95M +528,090 +59%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.3M +$8.09M +861,984 +160%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$13.3M +$1.58M +168,276 +14%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.2M +$1.28M +136,548 +11%
FC
42
Financial Consulate
Maryland
$13.1M +$603K +64,242 +5%
SA
43
Strategic Advisors
New York
$12.5M +$2.69M +287,148 +28%
CHJWM
44
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.6M +$506K +53,904 +5%
BC
45
Bartlett & Co
Ohio
$10.3M -$183K -19,512 -2%
SFSG
46
Stearns Financial Services Group
North Carolina
$10.1M -$568K -60,594 -5%
Morgan Stanley
47
Morgan Stanley
New York
$9.95M -$367K -39,120 -4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$9.88M +$7.65M +815,898 +367%
BlackRock
49
BlackRock
New York
$9.23M -$786K -83,754 -8%
RBC
50
Roble Belko & Company
Pennsylvania
$9.19M +$819K +87,294 +10%