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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$29M +$859K +78,588 +3%
Wells Fargo
27
Wells Fargo
California
$28.9M +$258K +23,622 +0.9%
SFC
28
SYM Financial Corp
Indiana
$28.5M
NSAM
29
North Star Asset Management
Wisconsin
$28.5M +$1.13M +103,092 +4%
KFA
30
Kays Financial Advisory
Georgia
$25.8M +$361K +32,982 +1%
SFS
31
Summit Financial Strategies
Ohio
$25.7M +$1.19M +109,014 +5%
OAJ
32
Ogorek Anthony Joseph
New York
$25.3M -$5.25M -479,850 -17%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.5M +$300K +27,408 +1%
SFG
34
SNS Financial Group
Minnesota
$20.5M +$3.43M +314,034 +20%
SA
35
Strategic Advisors
New York
$20.2M +$1.01M +92,220 +5%
AAC
36
Asset Advisors Corp
Georgia
$19M +$186K +16,980 +1%
AIP
37
Almanack Investment Partners
Pennsylvania
$18.3M +$2.67M +244,308 +17%
FC
38
Financial Consulate
Maryland
$17.3M -$178K -16,248 -1%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$15.9M
K
40
Kemper
Illinois
$15.7M
PRS
41
Pinkerton Retirement Specialists
Idaho
$15.4M +$15.3M +1,398,684 New
FANJ
42
Financial Architects (New Jersey)
New Jersey
$15.2M +$646K +59,076 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$15.1M +$709K +64,824 +5%
IA
44
IFP Advisors
Florida
$14.9M -$3.15M -288,360 -18%
OIWM
45
OptiFour Integrated Wealth Management
Virginia
$14.1M -$461K -42,126 -3%
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14M +$210K +19,188 +2%
CCA
47
Cobblestone Capital Advisors
New York
$13.5M +$1.81M +165,462 +16%
BJ
48
Brouwer & Janachowski
California
$13.1M -$685K -62,610 -5%
RBC
49
Roble Belko & Company
Pennsylvania
$13M +$791K +72,312 +7%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$13M +$476K +43,536 +4%