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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
$72.9M +$1.47M +64,697 +2%
SFG
27
Socha Financial Group
New York
$69M +$2.32M +102,133 +3%
Bank of America
28
Bank of America
North Carolina
$67.7M +$1.33M +58,449 +2%
HSA
29
HBK Sorce Advisory
Pennsylvania
$66.6M +$684K +30,074 +1%
BP
30
Ballentine Partners
Massachusetts
$66.4M -$840K -36,930 -1%
CFGSD
31
Compass Financial Group (South Dakota)
South Dakota
$63.8M +$5.52M +242,795 +9%
NSAM
32
North Star Asset Management
Wisconsin
$62.6M -$777K -34,149 -1%
AAIM
33
Asset Advisors Investment Management
Georgia
$61.5M -$331K -14,547 -0.5%
Brown Advisory
34
Brown Advisory
Maryland
$60.7M +$385K +16,934 +0.6%
DLCIG
35
D.L. Carlson Investment Group
New Hampshire
$59.5M +$423K +18,589 +0.7%
CWM
36
Circle Wealth Management
New Jersey
$59.4M -$6.12M -269,205 -9%
WA
37
Waverly Advisors
Alabama
$58.9M +$35.3M +1,553,773 +131%
GFA
38
Gallagher Fiduciary Advisors
Illinois
$58.2M +$61.5M +2,703,208 New
LPL Financial
39
LPL Financial
California
$57.6M +$13.7M +603,059 +29%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55.1M -$4.42M -194,333 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$54.1M +$1.77M +77,741 +3%
LFS
42
Legacy Financial Strategies
Kansas
$53.5M +$2.5M +109,858 +5%
M
43
MYeCFO
California
$51M +$2.23M +97,986 +4%
CAG
44
Compass Advisory Group
New York
$50.4M +$100K +4,416 +0.2%
CG
45
Caprock Group
Idaho
$47.5M -$760K -33,428 -1%
KAS
46
Kestra Advisory Services
Texas
$47.4M +$43.3M +1,903,192 +1,807%
WA
47
WBH Advisory
Maryland
$45.8M +$1.98M +87,197 +4%
Creative Planning
48
Creative Planning
Kansas
$45.2M +$290K +12,746 +0.6%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$45.1M +$4.07M +178,997 +9%
ACA
50
Aptus Capital Advisors
Alabama
$44.1M +$1.29M +56,626 +3%