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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$3.04M +256,998 +16%
HWA
52
HHM Wealth Advisors
Tennessee
$21.4M -$321K -27,162 -1%
WWM
53
WT Wealth Management
Arizona
$21.2M +$21.1M +1,788,984 New
BFPW
54
BOK Financial Private Wealth
Colorado
$21.1M +$1.58M +133,692 +8%
Mariner
55
Mariner
Kansas
$20.9M +$1.52M +128,664 +8%
LFS
56
Legacy Financial Strategies
Kansas
$20.7M +$443K +37,464 +2%
FNC
57
First National Corp
Massachusetts
$19.8M -$77.8K -6,588 -0.4%
SA
58
Strategic Advisors
New York
$19.6M -$4.54K -384 -0%
Morgan Stanley
59
Morgan Stanley
New York
$19.4M +$450K +38,100 +2%
RBC
60
Roble Belko & Company
Pennsylvania
$19M +$147K +12,474 +0.8%
PA
61
Planning Alternatives
Michigan
$18.7M -$249K -21,084 -1%
AIP
62
Almanack Investment Partners
Pennsylvania
$18.6M +$4.36M +368,862 +31%
LPL Financial
63
LPL Financial
California
$17.4M -$1.69M -143,322 -9%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$17.1M -$111K -9,360 -0.6%
K
65
Kemper
Illinois
$16.9M
BC
66
Bartlett & Co
Ohio
$16.7M -$101K -8,514 -0.6%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$16.7M -$101K -8,514 -0.6%
WA
68
WBH Advisory
Maryland
$16.2M +$1.1M +93,042 +7%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$16.1M +$147K +12,402 +0.9%
Wells Fargo
70
Wells Fargo
California
$15.8M +$678K +57,360 +4%
FSA
71
Financial Services Advisory
Maryland
$14.5M +$5.65M +477,774 +64%
DW
72
Domani Wealth
Pennsylvania
$14.1M -$136K -11,544 -1%
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.1M +$114K +9,618 +0.8%
WPW
74
Waldron Private Wealth
Pennsylvania
$13.9M +$13.9M +1,177,890 New
OIWM
75
OptiFour Integrated Wealth Management
Virginia
$13.6M -$74.1K -6,270 -0.5%