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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Circle Wealth Management
New Jersey
$43.1M +$34.3K +2,202 +0.1%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$41.6M -$1.71M -109,974 -4%
AAIM
28
Asset Advisors Investment Management
Georgia
$41.3M +$3.83M +245,928 +9%
Brown Advisory
29
Brown Advisory
Maryland
$40.2M +$1.52M +97,932 +4%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$39.6M +$8.69M +558,909 +25%
Bank of America
31
Bank of America
North Carolina
$39.4M -$114K -7,338 -0.3%
Creative Planning
32
Creative Planning
Kansas
$38.7M -$12.6M -810,846 -23%
SFG
33
Socha Financial Group
New York
$36.9M +$503K +32,334 +1%
NSAM
34
North Star Asset Management
Wisconsin
$36.5M +$3.63M +233,322 +10%
AP
35
Agilis Partners
Massachusetts
$36.1M -$340K -21,855 -0.8%
Morgan Stanley
36
Morgan Stanley
New York
$33.7M +$942K +60,543 +3%
MF
37
Manchester Financial
California
$31.9M +$2.85M +183,477 +9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$31.6M +$960K +61,725 +3%
AWM
39
AE Wealth Management
Kansas
$31.4M +$4.42M +283,947 +14%
BP
40
Ballentine Partners
Massachusetts
$31.3M +$1.31M +84,096 +4%
MAG
41
Members Advisory Group
New York
$30.6M -$144K -9,243 -0.4%
FFN
42
Focus Financial Network
Minnesota
$29.2M -$10.1M -647,553 -24%
UCFA
43
United Capital Financial Advisors
Texas
$27.9M -$1.5M -96,192 -5%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$26.8M -$2.59M -166,638 -8%
SFG
45
SNS Financial Group
Minnesota
$26.6M -$128K -8,205 -0.4%
GAM
46
Gemmer Asset Management
California
$26M -$326K -20,937 -1%
PIMG
47
Patriot Investment Management Group
Tennessee
$25M +$1M +64,302 +4%
Truist Financial
48
Truist Financial
North Carolina
$24.9M +$834K +53,634 +3%
LPL Financial
49
LPL Financial
California
$23.4M -$1.34M -85,962 -5%
CG
50
Caprock Group
Idaho
$23.3M +$4.6M +295,581 +22%
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