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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$42.2M +$901K +73,452 +2%
Brown Advisory
27
Brown Advisory
Maryland
$39.9M +$204K +16,614 +0.5%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39M +$1.73M +141,330 +5%
KFA
29
Kays Financial Advisory
Georgia
$38.8M +$656K +53,502 +2%
Wells Fargo
30
Wells Fargo
California
$37.3M +$19.3M +1,570,662 +117%
SFS
31
Summit Financial Strategies
Ohio
$37M +$827K +67,374 +2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$36.8M -$1.46M -119,184 -4%
A
33
AdvicePeriod
California
$36.7M +$641K +52,236 +2%
NSAM
34
North Star Asset Management
Wisconsin
$36.4M +$881K +71,814 +3%
AI
35
Accredited Investors
Minnesota
$36.3M +$1.61M +131,580 +5%
JIP
36
JBJ Investment Partners
South Carolina
$36.2M -$348K -28,338 -1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$36M -$3.14M -255,540 -8%
OAJ
38
Ogorek Anthony Joseph
New York
$35.5M +$779K +63,486 +2%
G
39
Gainplan
Michigan
$35.1M -$11.9M -972,306 -26%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$31.6M -$1.95M -158,922 -6%
AAIM
41
Asset Advisors Investment Management
Georgia
$30.9M +$163K +13,320 +0.6%
SFC
42
SYM Financial Corp
Indiana
$30.8M
PRS
43
Pinkerton Retirement Specialists
Idaho
$30.5M -$106K -8,652 -0.4%
VNA
44
Valley National Advisers
Pennsylvania
$29.8M +$125K +10,194 +0.4%
SFG
45
SNS Financial Group
Minnesota
$27.8M +$897K +73,080 +3%
TWM
46
Tanglewood Wealth Management
Texas
$26.3M +$1.06M +86,532 +4%
CCA
47
Cobblestone Capital Advisors
New York
$26.1M -$422K -34,380 -2%
WWM
48
WT Wealth Management
Arizona
$25.7M +$2.68M +218,646 +12%
FFN
49
Focus Financial Network
Minnesota
$25.5M -$3.72M -303,576 -13%
HighTower Advisors
50
HighTower Advisors
Illinois
$25.3M +$329K +26,832 +1%