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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Caprock Group
Idaho
$54.6M -$3.16M -121,564 -6%
WA
52
WBH Advisory
Maryland
$53.3M +$356K +13,682 +0.7%
QCM
53
Quantinno Capital Management
New York
$52.3M +$8.49M +326,069 +20%
EFG
54
Ethos Financial Group
Pennsylvania
$51.3M -$3.01M -115,674 -6%
Wells Fargo
55
Wells Fargo
California
$51.1M -$12.3M -472,083 -20%
CAG
56
Compass Advisory Group
New York
$50.6M -$128K -4,932 -0.3%
SFG
57
SNS Financial Group
Minnesota
$47.4M -$867K -33,311 -2%
CMAI
58
Capital Management Associates Inc
Minnesota
$46.7M +$53.8K +2,065 +0.1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$46.7M +$12.1M +466,241 +36%
RC
60
Roundview Capital
New Jersey
$44.4M +$1.43M +54,892 +3%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$43.2M +$32.3M +1,241,374 +305%
GCA
62
Genesee Capital Advisors
New York
$43M +$4.98M +191,184 +13%
MAG
63
Members Advisory Group
New York
$41.9M -$4.4M -169,049 -10%
BWA
64
Boulder Wealth Advisors
Colorado
$41.6M +$354K +13,592 +0.9%
Truist Financial
65
Truist Financial
North Carolina
$41.3M -$150K -5,747 -0.4%
CIA
66
Cape Investment Advisory
Georgia
$41M +$40.4M +1,551,606 +12,159%
ACM
67
Appalachian Capital Management
Ohio
$40.8M +$40.5M +1,556,042 New
JIP
68
Jaffetilchin Investment Partners
Florida
$40.6M +$39.1K +1,501 +0.1%
LEFP
69
Leading Edge Financial Planning
Tennessee
$39.8M +$3.22M +123,860 +9%
MWM
70
Modern Wealth Management
Kansas
$39M -$861K -33,086 -2%
UBS Group
71
UBS Group
Switzerland
$37.1M +$274K +10,531 +0.8%
AF
72
Allworth Financial
California
$37M +$147K +5,649 +0.4%
HWA
73
Heritage Wealth Architects
Minnesota
$37M +$4.25M +163,205 +13%
LPT
74
Legacy Private Trust
Wisconsin
$35M -$172K -6,612 -0.5%
OIA
75
OneDigital Investment Advisors
Kansas
$34.9M -$1.27M -48,655 -4%