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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
51
Sargent Bickham Lagudis
Colorado
$7.08M -$778K -88,326 -10%
PS
52
Portfolio Solutions
Michigan
$6.85M +$680K +77,178 +11%
VWM
53
Vector Wealth Management
Minnesota
$6.66M +$1.63M +185,100 +34%
BCMO
54
Buckingham Capital Management (Ohio)
Ohio
$6.37M +$203K +23,088 +3%
ADL
55
Asset Dedication LLC
California
$6.34M -$119K -13,476 -2%
WA
56
WBH Advisory
Maryland
$6.26M +$415K +47,118 +7%
MAS
57
Madden Advisory Services
Florida
$6.17M +$81.8K +9,282 +1%
SWM
58
SigFig Wealth Management
California
$6.02M +$5.83M +662,172 New
MWM
59
Meridian Wealth Management
Kentucky
$5.69M +$5.55M +630,072 New
PPA
60
Parametric Portfolio Associates
Washington
$5.66M +$5.52M +626,754 New
LPL Financial
61
LPL Financial
California
$5.18M +$588K +66,762 +13%
HighTower Advisors
62
HighTower Advisors
Illinois
$5.11M +$1.27M +144,666 +34%
PP
63
PagnatoKarp Partners
Virginia
$4.94M +$4.82M +547,530 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$4.87M -$6.95M -788,916 -59%
RJA
65
Raymond James & Associates
Florida
$4.62M +$1.17M +132,930 +35%
TPW
66
Tiller Private Wealth
Pennsylvania
$4.48M -$146K -16,626 -3%
HCM
67
Hengehold Capital Management
Ohio
$4.45M -$147K -16,692 -3%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$4.39M +$2.92M +331,284 +214%
FI
69
FormulaFolio Investments
Michigan
$3.94M +$419K +47,550 +12%
DG
70
Davidson & Garrard
Virginia
$3.75M -$59.1K -6,714 -2%
LCC
71
Lincoln Capital Corp
Rhode Island
$3.67M +$3.58M +406,272 New
PFM
72
Peak Financial Management
Massachusetts
$3.59M +$3.51M +397,866 New
AOWM
73
Alpha Omega Wealth Management
Virginia
$3.54M +$3.45M +391,818 New
DW
74
Domani Wealth
Pennsylvania
$3.51M +$618K +70,152 +22%
IAS
75
IMA Advisory Services
Colorado
$3.44M +$964K +109,470 +40%