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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Sunburst Financial Group
Alabama
$49.6M +$1.87M +85,021 +4%
EFG
52
Ethos Financial Group
Pennsylvania
$49.1M +$4.2M +190,620 +10%
WA
53
WBH Advisory
Maryland
$48.3M -$2.18M -99,169 -5%
SFG
54
SNS Financial Group
Minnesota
$44.4M +$129K +5,856 +0.3%
CMAI
55
Capital Management Associates Inc
Minnesota
$42.3M -$38.6M -1,752,141 -50%
MAG
56
Members Advisory Group
New York
$42.2M +$2.07M +93,862 +6%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$42.2M -$2.08M -94,445 -5%
RC
58
Roundview Capital
New Jersey
$39.1M -$963K -43,725 -3%
CIA
59
Cape Investment Advisory
Georgia
$37.7M +$525K +23,823 +2%
JIP
60
Jaffetilchin Investment Partners
Florida
$36.7M +$531K +24,096 +2%
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$36.6M -$5.31M -241,002 -14%
Truist Financial
62
Truist Financial
North Carolina
$36.5M -$9.19M -417,060 -21%
GCA
63
Genesee Capital Advisors
New York
$36.1M +$520K +23,607 +2%
OIA
64
OneDigital Investment Advisors
Kansas
$36.1M -$2.12M -96,385 -6%
AF
65
Allworth Financial
California
$34.9M +$270K +12,248 +0.8%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$32.8M -$806K -36,605 -3%
LPT
67
Legacy Private Trust
Wisconsin
$32.8M +$4.45M +201,811 +17%
Raymond James Financial
68
Raymond James Financial
Florida
$31.9M +$6.44M +292,176 +28%
LEFP
69
Leading Edge Financial Planning
Tennessee
$31.9M +$1.21M +54,855 +4%
UBS Group
70
UBS Group
Switzerland
$31.5M +$1.82M +82,794 +7%
WWM
71
WT Wealth Management
Arizona
$30.6M +$85K +3,857 +0.3%
JWS
72
Juncture Wealth Strategies
Arizona
$30.1M +$10.5M +475,070 +60%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$29.8M +$2.96M +134,464 +12%
QCM
74
Quantinno Capital Management
New York
$29.4M +$24.6M +1,116,125 +942%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$29M +$20M +908,659 +294%