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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Sunburst Financial Group
Alabama
$44M +$6.52M +285,568 +17%
SFG
52
SNS Financial Group
Minnesota
$43.9M -$7.42M -324,718 -14%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$43.8M -$2.29M -100,411 -5%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$43.5M +$4.05M +177,256 +10%
Wells Fargo
55
Wells Fargo
California
$43.3M +$2.2M +96,382 +5%
OIA
56
OneDigital Investment Advisors
Kansas
$42.7M -$520K -22,767 -1%
EFG
57
Ethos Financial Group
Pennsylvania
$42.5M +$2.38M +104,295 +6%
Truist Financial
58
Truist Financial
North Carolina
$40.3M +$3.16M +138,139 +8%
CMAI
59
Capital Management Associates Inc
Minnesota
$38.6M +$113K +4,951 +0.3%
SC
60
Savant Capital
Illinois
$38.3M -$467K -20,434 -1%
MAG
61
Members Advisory Group
New York
$36.3M +$3.1M +135,747 +9%
RC
62
Roundview Capital
New Jersey
$36.1M +$1.39M +61,055 +4%
CIA
63
Cape Investment Advisory
Georgia
$35.8M +$195K +8,556 +0.5%
JIP
64
Jaffetilchin Investment Partners
Florida
$35M +$1.18M +51,838 +3%
GCA
65
Genesee Capital Advisors
New York
$34.9M +$910K +39,828 +3%
BWA
66
Boulder Wealth Advisors
Colorado
$34.6M +$418K +18,310 +1%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$34.4M -$6.92M -302,886 -17%
BCMO
68
Buckingham Capital Management (Ohio)
Ohio
$34M -$3.92M -171,657 -10%
WCM
69
Weaver Capital Management
Georgia
$33.9M +$34.1M +1,493,615 +4,978,717%
WAG
70
Winthrop Advisory Group
Massachusetts
$33.5M +$6.38M +279,277 +23%
LPT
71
Legacy Private Trust
Wisconsin
$33.4M +$1.08M +47,329 +3%
UBS Group
72
UBS Group
Switzerland
$29.1M +$880K +38,507 +3%
WWM
73
WT Wealth Management
Arizona
$28.8M -$55.7M -2,438,254 -66%
LEFP
74
Leading Edge Financial Planning
Tennessee
$28.1M +$1.1M +48,023 +4%
Charles Schwab
75
Charles Schwab
California
$27.6M +$27.7M +1,214,411 New