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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$67.5M +$8.8M +434,487 +16%
HSA
27
HBK Sorce Advisory
Pennsylvania
$65M -$171K -8,448 -0.3%
CWM
28
Circle Wealth Management
New Jersey
$64.5M -$60.6K -2,991 -0.1%
SFG
29
Socha Financial Group
New York
$63.6M +$1.15M +56,973 +2%
Bank of America
30
Bank of America
North Carolina
$62.4M -$4.6M -227,046 -7%
NSAM
31
North Star Asset Management
Wisconsin
$60.8M +$39.8K +1,962 +0.1%
AAIM
32
Asset Advisors Investment Management
Georgia
$60.8M -$3.45M -170,196 -6%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.1M +$255K +12,606 +0.4%
Brown Advisory
34
Brown Advisory
Maryland
$58.8M +$6.07M +299,649 +12%
AP
35
Agilis Partners
Massachusetts
$55.6M -$849K -41,922 -2%
MF
36
Manchester Financial
California
$52.7M +$1.57M +77,511 +3%
DLCIG
37
D.L. Carlson Investment Group
New Hampshire
$52.4M +$2.14M +105,447 +4%
MIS
38
Morningstar Investment Services
Illinois
$49.4M +$3.62M +178,779 +8%
CG
39
Caprock Group
Idaho
$49.2M -$105K -5,202 -0.2%
SFG
40
SNS Financial Group
Minnesota
$48.8M -$308K -15,183 -0.6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$48.5M +$2.3M +113,442 +5%
CFGSD
42
Compass Financial Group (South Dakota)
South Dakota
$47.9M +$6.44M +317,973 +16%
M
43
MYeCFO
California
$47.5M +$140K +6,900 +0.3%
CAG
44
Compass Advisory Group
New York
$46.9M +$517K +25,506 +1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$45.1M -$10.7M -527,424 -20%
MAG
46
Members Advisory Group
New York
$44.5M -$716K -35,343 -2%
Creative Planning
47
Creative Planning
Kansas
$42.7M +$835K +41,193 +2%
LPL Financial
48
LPL Financial
California
$40.3M -$603K -29,775 -2%
WA
49
WBH Advisory
Maryland
$40.1M +$2.27M +112,074 +6%
LFS
50
Legacy Financial Strategies
Kansas
$39.4M +$1.48M +73,029 +4%
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