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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$37.8M -$276K -13,644 -0.7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$36.5M +$1.79M +88,395 +5%
EFG
53
Ethos Financial Group
Pennsylvania
$36.3M +$1.11M +54,861 +3%
SC
54
Savant Capital
Illinois
$36.3M -$539K -26,604 -2%
Wells Fargo
55
Wells Fargo
California
$36.2M +$552K +27,264 +2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$35.5M +$2.62M +129,075 +8%
Truist Financial
57
Truist Financial
North Carolina
$34.9M -$1.38M -68,238 -4%
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$34.3M +$324K +15,972 +1%
SFG
59
Sunburst Financial Group
Alabama
$33.1M +$2.23M +110,052 +7%
JIP
60
Jaffetilchin Investment Partners
Florida
$32.8M +$404K +19,929 +1%
CIA
61
Cape Investment Advisory
Georgia
$32.1M +$13.6K +669 +0%
BWA
62
Boulder Wealth Advisors
Colorado
$31.2M +$749K +36,972 +3%
GCA
63
Genesee Capital Advisors
New York
$31M -$88.9K -4,386 -0.3%
LPT
64
Legacy Private Trust
Wisconsin
$30.4M +$31.5K +1,557 +0.1%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$30.1M -$53M -2,615,817 -65%
RC
66
Roundview Capital
New Jersey
$28.2M +$8.51M +420,027 +45%
Osaic Holdings
67
Osaic Holdings
Arizona
$28M -$4.13M -203,892 -13%
WWM
68
WT Wealth Management
Arizona
$26.4M -$373K -18,396 -1%
Goldman Sachs
69
Goldman Sachs
New York
$26.3M +$16.4M +808,425 +181%
S
70
Sunpointe
Missouri
$26.1M +$25.1M +1,239,945 New
PAM
71
Pegasus Asset Management
New York
$26.1M +$437K +21,567 +2%
FNC
72
First National Corp
Massachusetts
$25.2M -$4.52M -222,966 -16%
TI
73
Truepoint Inc
Ohio
$25.2M -$230K -11,343 -0.9%
PIMG
74
Patriot Investment Management Group
Tennessee
$25M +$136K +6,735 +0.6%
WAG
75
Winthrop Advisory Group
Massachusetts
$24.9M +$322K +15,891 +1%