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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hengehold Capital Management
Ohio
$14.8M +$1.85M +160,872 +15%
OIWM
52
OptiFour Integrated Wealth Management
Virginia
$14.5M -$454K -39,420 -3%
RBC
53
Roble Belko & Company
Pennsylvania
$14.4M +$536K +46,482 +4%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$14.3M +$2.65M +229,566 +23%
BJ
55
Brouwer & Janachowski
California
$13.8M -$215K -18,648 -2%
BC
56
Bartlett & Co
Ohio
$13.8M +$162K +14,070 +1%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$13.8M +$162K +14,070 +1%
WAM
58
Watermark Asset Management
California
$13.6M +$34K +2,952 +0.3%
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$13.6M -$225K -19,548 -2%
BCMO
60
Buckingham Capital Management (Ohio)
Ohio
$13.5M +$785K +68,124 +6%
A
61
AdvicePeriod
California
$13.5M +$12.4M +1,076,910 +1,475%
FC
62
Financial Consulate
Maryland
$12.4M -$5.92M -513,288 -33%
WA
63
WBH Advisory
Maryland
$12.2M +$659K +57,204 +6%
Jane Street
64
Jane Street
New York
$12M +$3.22M +279,186 +37%
PAM
65
Pegasus Asset Management
New York
$11M +$953K +82,698 +10%
LFS
66
Legacy Financial Strategies
Kansas
$10.9M +$351K +30,444 +3%
IAS
67
IMA Advisory Services
Colorado
$10.4M -$158K -13,722 -2%
UWM
68
USAdvisors Wealth Management
Minnesota
$10.1M +$9.88M +857,028 New
MAS
69
Madden Advisory Services
Florida
$9.97M +$193K +16,722 +2%
GAM
70
Gemmer Asset Management
California
$9.86M +$753K +65,328 +8%
FI
71
FormulaFolio Investments
Michigan
$9.83M +$173K +15,024 +2%
BlackRock
72
BlackRock
New York
$9.17M -$281K -24,390 -3%
Morgan Stanley
73
Morgan Stanley
New York
$8.25M -$2.24M -194,448 -22%
Creative Planning
74
Creative Planning
Kansas
$7.49M +$2.17M +188,364 +42%
SWM
75
SigFig Wealth Management
California
$7.36M -$274K -23,760 -4%