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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$32.2M -$1.16M -105,810 -4%
OAJ
27
Ogorek Anthony Joseph
New York
$31.4M +$556K +50,946 +2%
FPCG
28
Fort Pitt Capital Group
Pennsylvania
$30.9M -$46.6M -4,263,150 -61%
AP
29
Agilis Partners
Massachusetts
$30M +$2.78M +254,796 +11%
SFS
30
Summit Financial Strategies
Ohio
$29.9M +$985K +90,204 +4%
A
31
AdvicePeriod
California
$29.4M +$3.21M +293,634 +13%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$29.2M -$2.16M -198,174 -7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$28.1M +$241K +22,116 +0.9%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$28.1M +$15.5M +1,418,430 +134%
PRS
35
Pinkerton Retirement Specialists
Idaho
$27.6M +$9.23M +844,872 +53%
SFC
36
SYM Financial Corp
Indiana
$27.3M
VNA
37
Valley National Advisers
Pennsylvania
$26.7M +$5.49M +502,920 +27%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.1M -$3.63M -332,166 -13%
TWM
39
Tanglewood Wealth Management
Texas
$26.1M +$5.42M +496,122 +28%
FFN
40
Focus Financial Network
Minnesota
$25.2M +$24.3M +2,225,094 New
HCM
41
Hengehold Capital Management
Ohio
$24.5M +$1.76M +161,274 +8%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$24.3M +$1.62M +148,638 +7%
OIA
43
OneDigital Investment Advisors
Kansas
$24.2M +$1.76M +161,238 +8%
CCA
44
Cobblestone Capital Advisors
New York
$23.7M +$4.92M +450,210 +27%
SFG
45
SNS Financial Group
Minnesota
$22.8M +$1.39M +127,752 +7%
Mariner
46
Mariner
Kansas
$22.7M +$20.1M +1,841,310 +1,150%
AAIM
47
Asset Advisors Investment Management
Georgia
$20.3M +$401K +36,690 +2%
HWA
48
HHM Wealth Advisors
Tennessee
$20.2M +$676K +61,944 +4%
PA
49
Planning Alternatives
Michigan
$19.3M -$10.6M -970,572 -36%
FNC
50
First National Corp
Massachusetts
$19.3M +$653K +59,838 +4%