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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Agilis Partners
Massachusetts
$29.9M -$14.1M -1,168,392 -28%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$29.9M -$5.12M -423,006 -12%
SFS
28
Summit Financial Strategies
Ohio
$29.4M +$404K +33,402 +1%
AI
29
Accredited Investors
Minnesota
$28.8M +$362K +29,934 +1%
KFA
30
Kays Financial Advisory
Georgia
$28.6M -$2.29M -189,318 -6%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$27.2M +$2.91M +240,480 +10%
HWA
32
HHM Wealth Advisors
Tennessee
$27M +$9.41M +777,420 +41%
JIP
33
JBJ Investment Partners
South Carolina
$26.5M -$2.34M -193,056 -7%
OAJ
34
Ogorek Anthony Joseph
New York
$26.5M -$1.73M -142,968 -5%
NSAM
35
North Star Asset Management
Wisconsin
$25.3M -$4M -330,210 -12%
FPCG
36
Fort Pitt Capital Group
Pennsylvania
$24.4M -$13.5M -1,113,654 -31%
SFC
37
SYM Financial Corp
Indiana
$24.2M
SFG
38
SNS Financial Group
Minnesota
$24.1M +$2.65M +218,898 +10%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$23.8M -$4.57M -377,784 -13%
AAIM
40
Asset Advisors Investment Management
Georgia
$23.7M -$191K -15,750 -0.7%
CC
41
Callan Capital
California
$22.9M +$25.4M +2,102,622 +1,243%
Mariner
42
Mariner
Kansas
$22.8M +$4.52M +373,692 +20%
VNA
43
Valley National Advisers
Pennsylvania
$22.3M -$1.37M -113,154 -5%
FFN
44
Focus Financial Network
Minnesota
$21.4M +$1.68M +138,678 +7%
GAM
45
Gemmer Asset Management
California
$19.9M +$961K +79,428 +4%
WWM
46
WT Wealth Management
Arizona
$19.7M -$668K -55,236 -3%
Creative Planning
47
Creative Planning
Kansas
$19M +$13.4M +1,107,750 +142%
CCA
48
Cobblestone Capital Advisors
New York
$19M -$1.86M -153,396 -8%
AIP
49
Almanack Investment Partners
Pennsylvania
$18.5M +$654K +54,024 +3%
PIMG
50
Patriot Investment Management Group
Tennessee
$18.2M -$225K -18,570 -1%