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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Legacy Financial Strategies
Kansas
$36.4M +$825K +42,651 +2%
JP Morgan Chase
52
JP Morgan Chase
New York
$35.8M +$486K +25,116 +1%
SC
53
Savant Capital
Illinois
$35.8M -$1.16M -59,757 -3%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$35.5M +$34.9M +1,804,887 +80%
Truist Financial
55
Truist Financial
North Carolina
$35.3M +$635K +32,808 +2%
Wells Fargo
56
Wells Fargo
California
$34.6M +$3.2M +165,429 +11%
EFG
57
Ethos Financial Group
Pennsylvania
$34.1M +$398K +20,553 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$33.7M +$13.2M +683,787 +70%
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$33M +$254K +13,146 +0.8%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$31.8M -$411K -21,258 -1%
JIP
61
Jaffetilchin Investment Partners
Florida
$31.4M +$2.86M +148,038 +11%
Osaic Holdings
62
Osaic Holdings
Arizona
$31.4M +$2.61M +135,120 +10%
CIA
63
Cape Investment Advisory
Georgia
$31.2M +$309K +15,960 +1%
GCA
64
Genesee Capital Advisors
New York
$30.2M +$8.9M +460,095 +45%
SFG
65
Sunburst Financial Group
Alabama
$29.9M +$3.36M +173,457 +13%
BWA
66
Boulder Wealth Advisors
Colorado
$29.6M +$28.1M +1,452,354 New
LPT
67
Legacy Private Trust
Wisconsin
$29.5M -$398K -20,568 -1%
FNC
68
First National Corp
Massachusetts
$26.4M -$24.2K -1,251 -0.1%
WWM
69
WT Wealth Management
Arizona
$25.9M +$377K +19,485 +2%
FSA
70
Financial Services Advisory
Maryland
$25.3M -$469K -24,258 -2%
PAM
71
Pegasus Asset Management
New York
$24.9M +$382K +19,734 +2%
TI
72
Truepoint Inc
Ohio
$24.7M -$396K -20,454 -2%
PIMG
73
Patriot Investment Management Group
Tennessee
$24.1M -$788K -40,725 -3%
Cerity Partners
74
Cerity Partners
New York
$24M -$94.5K -4,881 -0.4%
WAG
75
Winthrop Advisory Group
Massachusetts
$23.9M +$206K +10,650 +0.9%