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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$10.6M -$7.86M -726,696 -41%
Wells Fargo
77
Wells Fargo
California
$10.4M -$4.92M -454,584 -30%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.3M +$9.69M +895,794 +1,352%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$10.2M -$1.52M -140,748 -12%
FI
80
FormulaFolio Investments
Michigan
$9.83M
PAM
81
Pegasus Asset Management
New York
$9.82M +$499K +46,164 +5%
GBBWRPM
82
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9.81M +$10.6M +981,978 New
FBFS
83
First Business Financial Services
Wisconsin
$9.04M +$9.79M +905,334 New
IAS
84
IMA Advisory Services
Colorado
$8.79M -$70.5K -6,522 -0.7%
UWM
85
USAdvisors Wealth Management
Minnesota
$8.77M +$224K +20,742 +2%
MAS
86
Madden Advisory Services
Florida
$8.51M +$23.9K +2,208 +0.3%
BlackRock
87
BlackRock
New York
$8.45M +$698K +64,596 +8%
Jane Street
88
Jane Street
New York
$8.36M -$2.03M -187,962 -18%
Morgan Stanley
89
Morgan Stanley
New York
$8.3M +$1.38M +127,416 +18%
IA
90
IFP Advisors
Florida
$8.16M -$5.36M -496,026 -38%
AIA
91
Arcadia Investment Advisors
Idaho
$7.11M +$7.51M +694,980 +4,077%
NSG
92
Nalls Sherbakoff Group
Tennessee
$7.05M +$7.63M +705,750 New
TA
93
Trellis Advisors
Washington
$7.02M +$4.67M +431,754 +160%
SFSG
94
Stearns Financial Services Group
North Carolina
$6.53M +$2.17M +200,712 +44%
TFF
95
The Family Firm
Maryland
$6.52M +$1.2M +111,306 +21%
HSA
96
HBK Sorce Advisory
Pennsylvania
$6.37M +$3.58M +330,666 +108%
SWM
97
SigFig Wealth Management
California
$6.32M +$118K +10,944 +2%
PS
98
Portfolio Solutions
Michigan
$6.31M +$2.76M +255,684 +68%
OA
99
Opes Advisors
California
$6.31M +$638K +59,034 +10%
LWMT
100
Legacy Wealth Management (Tennessee)
Tennessee
$6.24M +$6.38M +589,668 +1,673%