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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$40.3M +$1.58M +73,878 +4%
Wells Fargo
52
Wells Fargo
California
$40.1M +$1.72M +80,763 +5%
EFG
53
Ethos Financial Group
Pennsylvania
$39.2M +$896K +41,973 +2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$38.6M +$974K +45,618 +3%
SC
55
Savant Capital
Illinois
$37.9M -$466K -21,807 -1%
CMAI
56
Capital Management Associates Inc
Minnesota
$37.6M +$36.2M +1,694,247 New
BCMO
57
Buckingham Capital Management (Ohio)
Ohio
$37M +$667K +31,254 +2%
SFG
58
Sunburst Financial Group
Alabama
$36.7M +$1.56M +72,915 +5%
Truist Financial
59
Truist Financial
North Carolina
$36.3M -$596K -27,921 -2%
CIA
60
Cape Investment Advisory
Georgia
$34.8M +$772K +36,174 +2%
RC
61
Roundview Capital
New Jersey
$33.9M +$3.93M +184,245 +14%
BWA
62
Boulder Wealth Advisors
Colorado
$33.4M +$377K +17,637 +1%
GCA
63
Genesee Capital Advisors
New York
$33.2M +$312K +14,622 +1%
JIP
64
Jaffetilchin Investment Partners
Florida
$33.1M -$1.56M -72,969 -5%
MAG
65
Members Advisory Group
New York
$32.5M -$14.1M -660,015 -31%
LPT
66
Legacy Private Trust
Wisconsin
$31.6M -$560K -26,223 -2%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$30.9M +$59.4M +2,782,629 +194%
Osaic Holdings
68
Osaic Holdings
Arizona
$30.1M +$407K +19,041 +1%
PAM
69
Pegasus Asset Management
New York
$28M +$364K +17,067 +1%
WWM
70
WT Wealth Management
Arizona
$28M +$52.4M +2,452,167 +195%
UBS Group
71
UBS Group
Switzerland
$27.6M +$3.39M +158,769 +15%
WAG
72
Winthrop Advisory Group
Massachusetts
$26.5M +$143K +6,687 +0.6%
LEFP
73
Leading Edge Financial Planning
Tennessee
$26.4M +$2.91M +136,392 +13%
TI
74
Truepoint Inc
Ohio
$26.3M -$331K -15,489 -1%
JP Morgan Chase
75
JP Morgan Chase
New York
$25.5M +$1.32M +61,707 +6%