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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$47.1M +$2.69M +178,854 +6%
CWM
27
Circle Wealth Management
New Jersey
$46.1M +$58.7K +3,906 +0.1%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$45.7M -$2.18M -145,191 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$45.3M -$899K -59,838 -2%
AAIM
30
Asset Advisors Investment Management
Georgia
$44.7M +$547K +36,381 +1%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M +$43.6M +2,902,992 New
Brown Advisory
32
Brown Advisory
Maryland
$42.8M -$99.4K -6,615 -0.2%
SFG
33
Socha Financial Group
New York
$40.3M +$1M +66,852 +3%
NSAM
34
North Star Asset Management
Wisconsin
$39.4M +$496K +33,036 +1%
AP
35
Agilis Partners
Massachusetts
$38.4M -$129K -8,565 -0.3%
AWM
36
AE Wealth Management
Kansas
$37.1M +$3.62M +241,005 +11%
MF
37
Manchester Financial
California
$35.3M +$1.32M +87,756 +4%
CG
38
Caprock Group
Idaho
$35.1M +$10.3M +687,876 +41%
Morgan Stanley
39
Morgan Stanley
New York
$34.7M -$1.21M -80,637 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$33.8M +$56.5K +3,759 +0.2%
Creative Planning
41
Creative Planning
Kansas
$33.1M -$8.21M -546,309 -20%
AI
42
Accredited Investors
Minnesota
$33.1M +$11.7M +780,885 +54%
JWS
43
Juncture Wealth Strategies
Arizona
$33M +$19.5M +1,298,358 +142%
MAG
44
Members Advisory Group
New York
$32.7M -$4.42K -294 -0%
FFN
45
Focus Financial Network
Minnesota
$32M +$842K +56,010 +3%
MBFW
46
Morton Brown Family Wealth
Pennsylvania
$31M +$2.47M +164,448 +9%
SFG
47
SNS Financial Group
Minnesota
$28.9M +$510K +33,939 +2%
M
48
MYeCFO
California
$28.8M +$28.9M +1,925,229 New
JMPWA
49
JP Morgan Private Wealth Advisors
California
$28.6M +$9.09M +604,752 +46%
Truist Financial
50
Truist Financial
North Carolina
$28.6M +$2M +133,308 +7%