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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Legacy Financial Strategies
Kansas
$20M +$1.94M +167,946 +11%
FNC
52
First National Corp
Massachusetts
$19.8M -$195K -16,860 -1%
SA
53
Strategic Advisors
New York
$19.4M -$188K -16,308 -1%
BFPW
54
BOK Financial Private Wealth
Colorado
$19.3M +$97.6K +8,448 +0.5%
Mariner
55
Mariner
Kansas
$19.2M -$4.24M -366,960 -18%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$19.1M +$8.45M +731,358 +86%
LPL Financial
57
LPL Financial
California
$19M -$460K -39,834 -2%
PA
58
Planning Alternatives
Michigan
$18.9M -$1.17M -101,538 -6%
Morgan Stanley
59
Morgan Stanley
New York
$18.8M +$780K +67,584 +4%
RBC
60
Roble Belko & Company
Pennsylvania
$18.8M +$1.19M +103,398 +7%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$17.1M +$169K +14,640 +1%
ECML
62
Eagle Capital Management (Louisiana)
Louisiana
$17M +$154K +13,302 +0.9%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$16.8M +$137K +11,832 +0.8%
K
64
Kemper
Illinois
$16.8M
BC
65
Bartlett & Co
Ohio
$16.7M +$137K +11,832 +0.8%
FMP
66
Financial Management Professionals
Texas
$16.1M +$15.9M +1,373,676 +1,526,307%
BCMO
67
Buckingham Capital Management (Ohio)
Ohio
$15.8M +$1.34M +116,028 +9%
BAM
68
Berkshire Asset Management
Pennsylvania
$15.2M -$351K -30,378 -2%
Wells Fargo
69
Wells Fargo
California
$15.1M +$1.02M +88,482 +7%
WA
70
WBH Advisory
Maryland
$15M +$77K +6,666 +0.5%
CHJWM
71
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.3M +$253K +21,876 +2%
AIP
72
Almanack Investment Partners
Pennsylvania
$14.2M -$114K -9,846 -0.8%
DW
73
Domani Wealth
Pennsylvania
$14.2M +$402K +34,794 +3%
OIWM
74
OptiFour Integrated Wealth Management
Virginia
$13.6M -$375K -32,436 -3%
GAM
75
Garrison Asset Management
Arkansas
$13.4M -$19K -1,644 -0.1%