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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$35.7M -$1.38M -119,298 -4%
KFA
27
Kays Financial Advisory
Georgia
$34.8M +$1.25M +108,108 +4%
A
28
AdvicePeriod
California
$33M +$2.45M +211,956 +8%
AI
29
Accredited Investors
Minnesota
$32.8M -$579K -50,160 -2%
SFS
30
Summit Financial Strategies
Ohio
$32.6M +$1.63M +141,012 +5%
JIP
31
JBJ Investment Partners
South Carolina
$32.4M -$3.93M -340,674 -11%
NSAM
32
North Star Asset Management
Wisconsin
$32.2M -$5.29M -458,268 -14%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$32M +$2.82M +244,290 +10%
OAJ
34
Ogorek Anthony Joseph
New York
$31.4M -$1.06M -91,848 -3%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$30.9M +$616K +53,358 +2%
FPCG
36
Fort Pitt Capital Group
Pennsylvania
$30.1M -$1.89M -164,106 -6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$28.4M -$767K -66,414 -3%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M +$1.25M +108,360 +5%
SFC
39
SYM Financial Corp
Indiana
$28.3M
PRS
40
Pinkerton Retirement Specialists
Idaho
$28.2M -$392K -33,978 -1%
VNA
41
Valley National Advisers
Pennsylvania
$27.8M +$91.9K +7,962 +0.3%
FFN
42
Focus Financial Network
Minnesota
$26.2M -$79.1K -6,846 -0.3%
SFG
43
SNS Financial Group
Minnesota
$24.8M +$1.11M +96,306 +5%
CCA
44
Cobblestone Capital Advisors
New York
$23.7M -$858K -74,340 -4%
HighTower Advisors
45
HighTower Advisors
Illinois
$22.5M +$3.37M +291,630 +18%
AAIM
46
Asset Advisors Investment Management
Georgia
$22.2M +$1.18M +101,862 +6%
TWM
47
Tanglewood Wealth Management
Texas
$22.1M -$4.87M -421,452 -18%
HWA
48
HHM Wealth Advisors
Tennessee
$21.6M +$633K +54,858 +3%
GAM
49
Gemmer Asset Management
California
$21.4M +$1.63M +141,018 +8%
PIMG
50
Patriot Investment Management Group
Tennessee
$20.9M +$1.21M +104,418 +6%