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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
$82.2M -$252K -10,174 -0.3%
HSA
27
HBK Sorce Advisory
Pennsylvania
$80.9M +$15.4K +621 +0%
Bank of America
28
Bank of America
North Carolina
$80.7M -$2.8M -113,232 -3%
WA
29
Waverly Advisors
Alabama
$74.4M +$2.95M +119,089 +4%
SC
30
Savant Capital
Illinois
$73.6M +$13.8M +556,198 +24%
LPL Financial
31
LPL Financial
California
$72.7M +$1.77M +71,357 +3%
AAIM
32
Asset Advisors Investment Management
Georgia
$72.2M -$104K -4,184 -0.1%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$70.1M -$3.54M -143,185 -5%
Brown Advisory
34
Brown Advisory
Maryland
$70M -$408K -16,487 -0.6%
NSAM
35
North Star Asset Management
Wisconsin
$69.1M +$573K +23,164 +0.9%
LFS
36
Legacy Financial Strategies
Kansas
$69M +$3.42M +138,003 +5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$68.6M +$395K +15,948 +0.6%
CWM
38
Circle Wealth Management
New Jersey
$67.1M -$2.74M -110,666 -4%
DLCIG
39
D.L. Carlson Investment Group
New Hampshire
$67.1M -$182K -7,342 -0.3%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.4M -$998K -40,306 -2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$63.4M +$4.84M +195,411 +9%
Wells Fargo
42
Wells Fargo
California
$62.2M +$1.18M +47,831 +2%
M
43
MYeCFO
California
$62.2M +$458K +18,517 +0.8%
WAG
44
Winthrop Advisory Group
Massachusetts
$59.4M +$575K +23,233 +1%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$58.4M +$4.29M +173,119 +8%
Creative Planning
46
Creative Planning
Kansas
$57.8M +$352K +14,240 +0.6%
ACA
47
Aptus Capital Advisors
Alabama
$55.1M +$196K +7,903 +0.4%
CG
48
Caprock Group
Idaho
$55M +$54.6M +2,204,784 New
SFG
49
Sunburst Financial Group
Alabama
$53.7M +$99.2K +4,006 +0.2%
EFG
50
Ethos Financial Group
Pennsylvania
$53.3M +$303K +12,243 +0.6%
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