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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$84.6M +$4.02M +153,219 +5%
BP
27
Ballentine Partners
Massachusetts
$81.8M +$1.27M +48,399 +2%
Creative Planning
28
Creative Planning
Kansas
$80.2M -$16M -610,580 -16%
Bank of America
29
Bank of America
North Carolina
$80.2M -$479K -18,255 -0.6%
WA
30
Waverly Advisors
Alabama
$76.8M +$1.09M +41,366 +1%
SC
31
Savant Capital
Illinois
$74.5M +$4.47M +170,270 +6%
LPL Financial
32
LPL Financial
California
$73M +$1.54M +58,506 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$72.3M +$3.63M +138,430 +5%
QCM
34
Quantinno Capital Management
New York
$69.9M +$20.7M +790,102 +40%
AAIM
35
Asset Advisors Investment Management
Georgia
$69.3M -$1.23M -46,963 -2%
Brown Advisory
36
Brown Advisory
Maryland
$68M -$414K -15,792 -0.6%
NSAM
37
North Star Asset Management
Wisconsin
$67.3M +$115K +4,379 +0.2%
SFS
38
Summit Financial Strategies
Ohio
$67.1M -$13.4M -510,921 -16%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$66.6M +$738K +28,106 +1%
CWM
40
Circle Wealth Management
New Jersey
$66.2M +$640K +24,376 +0.9%
LFS
41
Legacy Financial Strategies
Kansas
$65.6M +$561K +21,361 +0.8%
DLCIG
42
D.L. Carlson Investment Group
New Hampshire
$65.1M -$156K -5,938 -0.2%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$64.7M +$6.39M +243,463 +10%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$64.5M +$5.4M +205,766 +9%
BFG
45
Bouchey Financial Group
New York
$64.4M -$2.65M -101,131 -4%
M
46
MYeCFO
California
$64.2M +$2.01M +76,674 +3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$63.5M -$3.58M -136,340 -5%
WAG
48
Winthrop Advisory Group
Massachusetts
$60.1M +$2.64M +100,796 +4%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$56.8M -$12M -455,577 -16%
ACA
50
Aptus Capital Advisors
Alabama
$56M +$1.32M +50,456 +2%