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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$26.3M +$985K +99,192 +4%
PCA
27
Personal Capital Advisors
California
$24.2M -$1.51M -151,800 -6%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$24.1M +$1.1M +111,306 +5%
KFA
29
Kays Financial Advisory
Georgia
$23.1M +$940K +94,746 +4%
NSAM
30
North Star Asset Management
Wisconsin
$22.3M +$1.28M +128,568 +6%
SFS
31
Summit Financial Strategies
Ohio
$20.6M +$903K +90,978 +5%
BFG
32
Bouchey Financial Group
New York
$17.9M +$957K +96,390 +6%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.8M +$2.14M +215,658 +14%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$17.1M -$964K -97,086 -5%
FC
35
Financial Consulate
Maryland
$16.1M +$167K +16,872 +1%
AAC
36
Asset Advisors Corp
Georgia
$16M +$522K +52,590 +3%
IA
37
IFP Advisors
Florida
$15.9M -$505K -50,874 -3%
BJ
38
Brouwer & Janachowski
California
$14.6M -$1.08M -109,044 -7%
K
39
Kemper
Illinois
$14.5M
SA
40
Strategic Advisors
New York
$13.5M +$648K +65,292 +5%
CHJWM
41
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.1M +$488K +49,170 +4%
SFG
42
SNS Financial Group
Minnesota
$12.9M +$1.3M +130,680 +11%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$12.3M +$654K +65,856 +6%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$11.8M +$1.67M +168,750 +17%
BC
45
Bartlett & Co
Ohio
$11.5M +$78.3K +7,884 +0.7%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$10.7M -$3.96M -399,462 -29%
AIP
47
Almanack Investment Partners
Pennsylvania
$10.4M +$8.62M +868,272 +555%
WAM
48
Watermark Asset Management
California
$10.3M +$1.26M +126,552 +14%
RBC
49
Roble Belko & Company
Pennsylvania
$10.3M +$454K +45,744 +5%
Morgan Stanley
50
Morgan Stanley
New York
$10.1M -$1.56M -157,170 -14%