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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
26
North Star Asset Management
Wisconsin
$31.4M +$941K +81,630 +3%
Brown Advisory
27
Brown Advisory
Maryland
$30.7M -$354K -30,702 -1%
OAJ
28
Ogorek Anthony Joseph
New York
$29.1M +$2.08M +180,636 +8%
SFC
29
SYM Financial Corp
Indiana
$28.2M -$2.17M -188,010 -7%
KFA
30
Kays Financial Advisory
Georgia
$27.9M +$353K +30,624 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$27.9M +$27.4M +2,374,806 New
SFS
32
Summit Financial Strategies
Ohio
$27.7M +$361K +31,338 +1%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M +$1.22M +106,026 +5%
FPCG
34
Fort Pitt Capital Group
Pennsylvania
$24.2M -$18.6M -1,617,012 -44%
AIP
35
Almanack Investment Partners
Pennsylvania
$23.7M +$4.99M +432,864 +26%
SFG
36
SNS Financial Group
Minnesota
$22.9M +$1.04M +90,108 +5%
SA
37
Strategic Advisors
New York
$21.7M +$115K +10,002 +0.5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$20.9M +$9.24M +802,068 +82%
AAIM
39
Asset Advisors Investment Management
Georgia
$20.7M +$20.3M +1,764,630 New
DW
40
Domani Wealth
Pennsylvania
$20.3M +$12M +1,043,496 +151%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$19.8M +$2.18M +189,150 +13%
Wells Fargo
42
Wells Fargo
California
$17.6M -$13M -1,131,954 -43%
HighTower Advisors
43
HighTower Advisors
Illinois
$17.2M +$1.05M +90,960 +7%
K
44
Kemper
Illinois
$16.7M
PRS
45
Pinkerton Retirement Specialists
Idaho
$16.5M +$135K +11,706 +0.8%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$16.5M +$329K +28,584 +2%
CCA
47
Cobblestone Capital Advisors
New York
$16M +$1.58M +136,812 +11%
LPL Financial
48
LPL Financial
California
$15.8M +$3.99M +346,386 +34%
IA
49
IFP Advisors
Florida
$15.5M -$438K -37,962 -3%
CHJWM
50
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.9M +$46.1K +4,002 +0.3%