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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$43.2M +$2.31M +101,409 +5%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$43.1M -$141K -6,196 -0.3%
SFG
53
Sunburst Financial Group
Alabama
$43M +$1.32M +57,988 +3%
EFG
54
Ethos Financial Group
Pennsylvania
$42.4M -$37.6K -1,653 -0.1%
Truist Financial
55
Truist Financial
North Carolina
$41.9M +$3.88M +170,578 +10%
SC
56
Savant Capital
Illinois
$41M +$4.94M +217,280 +13%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$40.1M -$1.45M -63,595 -3%
SFG
58
SNS Financial Group
Minnesota
$40M -$1.71M -75,066 -4%
RPGK
59
Retirement Planning Group (Kansas)
Kansas
$38.3M -$91M -3,999,484 -69%
RC
60
Roundview Capital
New Jersey
$36.2M +$2.14M +94,287 +6%
MAG
61
Members Advisory Group
New York
$36.1M +$1.74M +76,569 +5%
OIA
62
OneDigital Investment Advisors
Kansas
$34.7M -$6.18M -271,807 -14%
BWA
63
Boulder Wealth Advisors
Colorado
$33.6M +$804K +35,343 +2%
CIA
64
Cape Investment Advisory
Georgia
$33.6M -$409K -17,997 -1%
Goldman Sachs
65
Goldman Sachs
New York
$33.4M +$11.8M +518,984 +50%
JIP
66
Jaffetilchin Investment Partners
Florida
$32.6M -$646K -28,412 -2%
GCA
67
Genesee Capital Advisors
New York
$32.1M -$1.02M -44,924 -3%
WAG
68
Winthrop Advisory Group
Massachusetts
$30.8M -$996K -43,797 -3%
AF
69
Allworth Financial
California
$30.6M +$12.9M +565,439 +64%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$30.4M -$2.31M -101,638 -7%
LEFP
71
Leading Edge Financial Planning
Tennessee
$27.6M +$1.06M +46,536 +4%
Charles Schwab
72
Charles Schwab
California
$27.6M +$1.54M +67,867 +6%
WWM
73
WT Wealth Management
Arizona
$27.6M +$262K +11,531 +0.9%
UBS Group
74
UBS Group
Switzerland
$26.7M -$978K -43,001 -3%
PAM
75
Pegasus Asset Management
New York
$25.6M -$508K -22,325 -2%