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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$48.9M +$544K +34,776 +1%
CWM
27
Circle Wealth Management
New Jersey
$48.5M -$664K -42,477 -1%
AAIM
28
Asset Advisors Investment Management
Georgia
$47.1M -$539K -34,494 -1%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$45.9M -$6.07M -388,077 -12%
Brown Advisory
30
Brown Advisory
Maryland
$44.7M -$1.03M -66,075 -2%
SFG
31
Socha Financial Group
New York
$43.4M +$291K +18,630 +0.7%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$42.8M -$3.39M -216,846 -7%
AI
33
Accredited Investors
Minnesota
$42.8M +$7.35M +470,214 +21%
NSAM
34
North Star Asset Management
Wisconsin
$42.1M -$19.3K -1,236 -0%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$41.9M -$6.75M -431,718 -14%
AP
36
Agilis Partners
Massachusetts
$41M +$8.4K +537 +0%
CG
37
Caprock Group
Idaho
$38.3M +$782K +50,007 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$38.3M +$2.09M +133,641 +6%
MF
39
Manchester Financial
California
$38.2M +$420K +26,883 +1%
MBFW
40
Morton Brown Family Wealth
Pennsylvania
$38.1M +$4.81M +307,875 +15%
AWM
41
AE Wealth Management
Kansas
$36.9M -$2.64M -169,104 -7%
MAG
42
Members Advisory Group
New York
$34.9M +$53.2K +3,402 +0.2%
Creative Planning
43
Creative Planning
Kansas
$34M -$1.4M -89,685 -4%
Morgan Stanley
44
Morgan Stanley
New York
$33.6M -$3.39M -216,855 -9%
M
45
MYeCFO
California
$32.2M +$1.41M +90,465 +5%
Truist Financial
46
Truist Financial
North Carolina
$31.4M +$871K +55,737 +3%
SFG
47
SNS Financial Group
Minnesota
$30.4M -$383K -24,486 -1%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$29.5M -$1M -64,149 -3%
FFN
49
Focus Financial Network
Minnesota
$28M -$6.08M -388,764 -18%
PRS
50
Pinkerton Retirement Specialists
Idaho
$27.5M -$37.3K -2,388 -0.1%