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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
51
D.L. Carlson Investment Group
New Hampshire
$28.8M +$5.39M +311,451 +22%
PRS
52
Pinkerton Retirement Specialists
Idaho
$28.2M -$562K -32,445 -2%
SFC
53
SYM Financial Corp
Indiana
$27.1M -$21.9K -1,263 -0.1%
WA
54
WBH Advisory
Maryland
$27M +$518K +29,943 +2%
Osaic Holdings
55
Osaic Holdings
Arizona
$26.6M +$1.6M +92,373 +6%
BCMO
56
Buckingham Capital Management (Ohio)
Ohio
$26.3M +$523K +30,198 +2%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$25.4M -$805K -46,512 -3%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$25.3M +$17.7M +1,025,250 +206%
CIA
59
Cape Investment Advisory
Georgia
$25.2M -$671K -38,781 -2%
LPL Financial
60
LPL Financial
California
$24.8M +$1.25M +72,489 +5%
FNC
61
First National Corp
Massachusetts
$24.3M -$4.2M -242,556 -14%
LPT
62
Legacy Private Trust
Wisconsin
$24M -$146K -8,448 -0.6%
Wells Fargo
63
Wells Fargo
California
$23.4M +$1.02M +58,698 +4%
UCFA
64
United Capital Financial Advisors
Texas
$23.2M -$820K -47,358 -3%
EFG
65
Ethos Financial Group
Pennsylvania
$23.1M +$4.17M +240,930 +21%
CFGSD
66
Compass Financial Group (South Dakota)
South Dakota
$21.4M +$3.89M +224,601 +21%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$21.3M -$668K -38,616 -3%
BC
68
Bartlett & Co
Ohio
$21.3M -$668K -38,616 -3%
PIMG
69
Patriot Investment Management Group
Tennessee
$21.1M -$5.5M -317,961 -20%
TI
70
Truepoint Inc
Ohio
$20.8M -$21.3K -1,233 -0.1%
WWM
71
WT Wealth Management
Arizona
$20.8M +$3.86M +223,083 +22%
JIP
72
Jaffetilchin Investment Partners
Florida
$20M -$113K -6,513 -0.5%
SFG
73
Sunburst Financial Group
Alabama
$19.8M +$1.73M +99,954 +9%
PAM
74
Pegasus Asset Management
New York
$19.7M +$350K +20,196 +2%
UBS Group
75
UBS Group
Switzerland
$19.1M -$503K -29,049 -2%