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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Legacy Financial Strategies
Kansas
$32.4M +$508K +29,418 +2%
JP Morgan Chase
52
JP Morgan Chase
New York
$32.2M +$24M +1,389,063 +401%
Goldman Sachs
53
Goldman Sachs
New York
$31.7M +$20.8M +1,204,455 +239%
Truist Financial
54
Truist Financial
North Carolina
$31.6M -$2.7M -156,216 -8%
WA
55
WBH Advisory
Maryland
$31M +$761K +44,037 +3%
CMAI
56
Capital Management Associates Inc
Minnesota
$30.6M +$43.5K +2,520 New
EFG
57
Ethos Financial Group
Pennsylvania
$30.6M +$4.49M +260,187 +19%
CFGSD
58
Compass Financial Group (South Dakota)
South Dakota
$30.3M +$5.93M +343,593 +27%
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$29.8M +$375K +21,711 +1%
LPL Financial
60
LPL Financial
California
$29.4M +$1.58M +91,206 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$29.4M +$1.09M +63,045 +4%
Wells Fargo
62
Wells Fargo
California
$28.5M +$2.16M +124,974 +9%
CIA
63
Cape Investment Advisory
Georgia
$28.1M -$33.9K -1,962 -0.1%
LPT
64
Legacy Private Trust
Wisconsin
$27.2M +$431K +24,969 +2%
FNC
65
First National Corp
Massachusetts
$26.5M -$686K -39,723 -3%
Osaic Holdings
66
Osaic Holdings
Arizona
$26.1M -$3.39M -196,035 -12%
JIP
67
Jaffetilchin Investment Partners
Florida
$25.9M +$3.37M +195,033 +16%
SFC
68
SYM Financial Corp
Indiana
$24.3M -$5.56M -322,065 -20%
SFG
69
Sunburst Financial Group
Alabama
$24.1M +$1.82M +105,534 +9%
PRS
70
Pinkerton Retirement Specialists
Idaho
$24M -$7.04M -407,439 -24%
FSA
71
Financial Services Advisory
Maryland
$23.5M +$21.9M +1,266,966 New
WWM
72
WT Wealth Management
Arizona
$23.3M +$19.7K +1,140 +0.1%
TI
73
Truepoint Inc
Ohio
$22.9M -$381K -22,059 -2%
FFN
74
Focus Financial Network
Minnesota
$22.8M -$9.31M -539,058 -30%
PIMG
75
Patriot Investment Management Group
Tennessee
$22.7M -$817K -47,283 -4%