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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$84.3M +$1.95M +74,787 +2%
BP
27
Ballentine Partners
Massachusetts
$84.2M -$730K -28,060 -0.9%
SFS
28
Summit Financial Strategies
Ohio
$83.5M -$9.35M -359,116 -10%
HSA
29
HBK Sorce Advisory
Pennsylvania
$82.8M -$1.07M -40,971 -1%
WA
30
Waverly Advisors
Alabama
$79.2M +$3.31M +127,085 +4%
UBS AM
31
UBS AM
Illinois
$77.5M +$76.9M +2,953,826 New
LPL Financial
32
LPL Financial
California
$74.7M +$528K +20,276 +0.7%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$74.1M +$8.33M +320,001 +13%
AAIM
34
Asset Advisors Investment Management
Georgia
$73.7M -$15.2K -582 -0%
SC
35
Savant Capital
Illinois
$73.4M -$1.66M -63,815 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$72M +$1.98M +76,235 +3%
Brown Advisory
37
Brown Advisory
Maryland
$71.5M +$135K +5,186 +0.2%
NSAM
38
North Star Asset Management
Wisconsin
$70.2M -$296K -11,388 -0.4%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$70M -$1.54M -59,320 -2%
GFA
40
Gallagher Fiduciary Advisors
Illinois
$68.9M +$41.4M +1,590,221 +153%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$68.9M +$38.7M +1,485,838 +130%
CWM
42
Circle Wealth Management
New Jersey
$68.5M +$35.9K +1,380 +0.1%
DLCIG
43
D.L. Carlson Investment Group
New Hampshire
$68.1M -$303K -11,648 -0.4%
LFS
44
Legacy Financial Strategies
Kansas
$68M -$2.36M -90,527 -3%
BFG
45
Bouchey Financial Group
New York
$67M -$150M -5,765,462 -69%
M
46
MYeCFO
California
$65.1M +$1.65M +63,496 +3%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$62.8M +$2.84M +108,939 +5%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62M -$2.73M -104,747 -4%
WAG
49
Winthrop Advisory Group
Massachusetts
$60.2M -$373K -14,315 -0.6%
ACA
50
Aptus Capital Advisors
Alabama
$57.2M +$1.07M +41,082 +2%