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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Summit Financial Strategies
Ohio
$36.9M -$755K -57,426 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$36.2M +$1.03M +78,222 +3%
KFA
28
Kays Financial Advisory
Georgia
$36.1M +$537K +40,866 +2%
SFG
29
SNS Financial Group
Minnesota
$32.7M +$58.8K +4,470 +0.2%
Mariner
30
Mariner
Kansas
$31.5M +$709K +53,904 +2%
SFC
31
SYM Financial Corp
Indiana
$30.9M -$1.05M -79,842 -3%
AAIM
32
Asset Advisors Investment Management
Georgia
$30.9M -$483K -36,738 -2%
AIP
33
Almanack Investment Partners
Pennsylvania
$30.7M +$1.69M +128,244 +6%
NSAM
34
North Star Asset Management
Wisconsin
$30.7M -$314K -23,868 -1%
FFN
35
Focus Financial Network
Minnesota
$29.4M +$4.18M +318,162 +17%
BP
36
Ballentine Partners
Massachusetts
$29.3M +$946K +71,964 +3%
FPCG
37
Fort Pitt Capital Group
Pennsylvania
$27.7M -$3.75M -285,504 -12%
GAM
38
Gemmer Asset Management
California
$27.4M -$536K -40,782 -2%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$26.5M -$5.55M -422,364 -17%
PRS
40
Pinkerton Retirement Specialists
Idaho
$25.1M -$2.5M -190,440 -9%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$24.8M -$8.4M -638,808 -26%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$24.1M -$12.2M -928,836 -34%
Creative Planning
43
Creative Planning
Kansas
$23.4M +$3.44M +261,438 +17%
AI
44
Accredited Investors
Minnesota
$23.1M -$11.3M -859,674 -33%
PIMG
45
Patriot Investment Management Group
Tennessee
$23M -$302K -22,986 -1%
CCA
46
Cobblestone Capital Advisors
New York
$20.9M -$4.24M -322,254 -17%
LFS
47
Legacy Financial Strategies
Kansas
$20.7M -$338K -25,704 -2%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$20.4M +$41.5K +3,156 +0.2%
JWS
49
Juncture Wealth Strategies
Arizona
$20.3M -$634K -48,198 -3%
MAS
50
Madden Advisory Services
Florida
$20M -$6.08K -462 -0%