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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Almanack Investment Partners
Pennsylvania
$55.3M -$5.32M -303,144 -9%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$54.4M +$21.1M +1,203,807 +65%
HighTower Advisors
28
HighTower Advisors
Illinois
$52.4M +$6.17M +351,768 +14%
CWM
29
Circle Wealth Management
New Jersey
$52M -$1.61M -91,989 -3%
FFN
30
Focus Financial Network
Minnesota
$51.5M +$50.8M +2,894,283 New
Brown Advisory
31
Brown Advisory
Maryland
$50.5M -$144K -8,229 -0.3%
AP
32
Agilis Partners
Massachusetts
$50.4M -$70.8K -4,032 -0.1%
AAIM
33
Asset Advisors Investment Management
Georgia
$49.8M -$152K -8,631 -0.3%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.8M -$5.92M -337,071 -11%
SFG
35
Socha Financial Group
New York
$46.6M -$173K -9,873 -0.4%
Bank of America
36
Bank of America
North Carolina
$44M -$488K -27,774 -1%
NSAM
37
North Star Asset Management
Wisconsin
$41.4M -$210K -11,961 -0.5%
UCFA
38
United Capital Financial Advisors
Texas
$39.2M -$2.78M -158,502 -7%
MAG
39
Members Advisory Group
New York
$38.9M +$669K +38,085 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$38.6M +$1.62M +92,355 +4%
BP
41
Ballentine Partners
Massachusetts
$36.8M -$2.82M -160,422 -7%
MF
42
Manchester Financial
California
$36.7M +$2.12M +120,522 +6%
MBFW
43
Morton Brown Family Wealth
Pennsylvania
$35.4M +$2M +113,880 +6%
SFG
44
SNS Financial Group
Minnesota
$34.4M -$1.56M -88,617 -4%
GAM
45
Gemmer Asset Management
California
$33.9M -$1.56M -88,641 -4%
Osaic Holdings
46
Osaic Holdings
Arizona
$32.3M -$5.81M -330,717 -18%
LW
47
Libra Wealth
California
$31.9M +$36.8M +2,095,707 New
PIMG
48
Patriot Investment Management Group
Tennessee
$30.7M -$161K -9,198 -0.5%
Truist Financial
49
Truist Financial
North Carolina
$30.6M +$3.41M +194,031 +13%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$30.4M -$1.24M -70,548 -4%