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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Legacy Financial Strategies
Kansas
$19.4M +$426K +36,936 +2%
JWS
52
Juncture Wealth Strategies
Arizona
$19.3M +$1.51M +130,698 +9%
SA
53
Strategic Advisors
New York
$19.3M -$2.32M -201,510 -12%
FANJ
54
Financial Architects (New Jersey)
New Jersey
$18.8M +$873K +75,738 +5%
RBC
55
Roble Belko & Company
Pennsylvania
$18.5M -$485K -42,072 -3%
MAS
56
Madden Advisory Services
Florida
$18.4M -$27.7K -2,400 -0.2%
Creative Planning
57
Creative Planning
Kansas
$18.4M -$4.42M -383,220 -20%
DW
58
Domani Wealth
Pennsylvania
$18M -$38.4K -3,330 -0.2%
HighTower Advisors
59
HighTower Advisors
Illinois
$18M -$94.8K -8,226 -0.6%
LPL Financial
60
LPL Financial
California
$17.9M -$1.54M -133,950 -8%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$17.9M +$217K +18,828 +1%
BC
62
Bartlett & Co
Ohio
$17.9M +$217K +18,828 +1%
WA
63
WBH Advisory
Maryland
$17.8M +$443K +38,442 +3%
K
64
Kemper
Illinois
$17.5M
LPT
65
Legacy Private Trust
Wisconsin
$17.2M +$7.19M +623,910 +80%
TI
66
Truepoint Inc
Ohio
$17.1M -$2.45M -212,772 -13%
BFA
67
Beaumont Financial Advisors
Massachusetts
$17M +$16M +1,389,414 New
ECML
68
Eagle Capital Management (Louisiana)
Louisiana
$17M +$16M +1,386,204 New
MF
69
Manchester Financial
California
$16.6M -$21.1M -1,828,794 -57%
Truist Financial
70
Truist Financial
North Carolina
$16.6M +$761K +66,000 +5%
Wells Fargo
71
Wells Fargo
California
$15.8M +$331K +28,746 +2%
VNA
72
Valley National Advisers
Pennsylvania
$15.7M -$10.7M -930,258 -42%
ECM
73
Elgethun Capital Management
South Dakota
$15.4M -$4.97M -431,424 -25%
EE
74
EWG Elevate
California
$15.1M -$604K -52,392 -4%
CHJWM
75
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.9M -$262K -22,752 -2%