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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
$25.1M +$1.42M +115,998 +6%
GAM
52
Gemmer Asset Management
California
$24.4M +$160K +13,062 +0.7%
HWA
53
HHM Wealth Advisors
Tennessee
$24.3M +$1.11M +90,132 +5%
Mariner
54
Mariner
Kansas
$24.2M +$1.57M +127,596 +7%
PIMG
55
Patriot Investment Management Group
Tennessee
$23.4M -$761K -62,010 -3%
AIP
56
Almanack Investment Partners
Pennsylvania
$22.9M +$2.61M +212,682 +14%
Morgan Stanley
57
Morgan Stanley
New York
$22.3M +$1.26M +102,474 +6%
FNC
58
First National Corp
Massachusetts
$21.9M +$463K +37,710 +2%
SA
59
Strategic Advisors
New York
$21.6M +$434K +35,376 +2%
PCA
60
Personal Capital Advisors
California
$21.1M +$18.7M +1,520,922 +1,247%
LPL Financial
61
LPL Financial
California
$20.6M +$1.67M +136,116 +9%
RBC
62
Roble Belko & Company
Pennsylvania
$20.2M -$406K -33,078 -2%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$18.8M +$323K +26,328 +2%
WA
64
WBH Advisory
Maryland
$18.6M +$1.03M +83,988 +6%
PA
65
Planning Alternatives
Michigan
$18.4M -$1.82M -148,428 -9%
K
66
Kemper
Illinois
$18.3M
BCWM
67
Bartlett & Co Wealth Management
Ohio
$18.1M -$52.6K -4,290 -0.3%
MAS
68
Madden Advisory Services
Florida
$17.7M +$8.23M +670,446 +95%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$17.5M +$42.1K +3,432 +0.3%
SFP
70
Strategic Financial Planning
Texas
$17.4M +$16.6M +1,355,688 New
LFS
71
Legacy Financial Strategies
Kansas
$17M -$4.69M -382,170 -22%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$15.6M +$3.13M +254,700 +26%
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15.4M -$131K -10,650 -0.9%
FSA
74
Financial Services Advisory
Maryland
$15.4M -$338K -27,540 -2%
DW
75
Domani Wealth
Pennsylvania
$15.3M +$27.5K +2,238 +0.2%