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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
101
BOK Financial Private Wealth
Colorado
$8.86M -$1.43M -123,726 -15%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$8.74M -$127K -11,040 -2%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$8.64M +$2.32M +201,486 +40%
SFSG
104
Stearns Financial Services Group
North Carolina
$8.32M -$182K -15,792 -2%
SCM
105
Spreng Capital Management
Ohio
$8.01M -$442K -38,334 -6%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$7.85M -$450K -39,072 -6%
DBRC
107
D.B. Root & Company
Pennsylvania
$7.8M -$8.92K -774 -0.1%
RC
108
Roundview Capital
New Jersey
$7.55M +$160K +13,878 +2%
IA
109
IFP Advisors
Florida
$7.48M -$1.05M -90,894 -13%
IAS
110
IMA Advisory Services
Colorado
$7.39M -$2.14M -185,532 -24%
GCA
111
Genesee Capital Advisors
New York
$7.31M +$514K +44,568 +8%
OWM
112
Opes Wealth Management
California
$7.12M +$279K +24,210 +4%
TA
113
Trellis Advisors
Washington
$6.91M +$183K +15,876 +3%
SWM
114
SigFig Wealth Management
California
$6.9M -$140K -12,180 -2%
SC
115
Savant Capital
Illinois
$6.87M -$106K -9,222 -2%
SCA
116
Strategic Capital Advisers
Colorado
$6.56M +$1.13M +98,328 +22%
DLCIG
117
D.L. Carlson Investment Group
New Hampshire
$6.38M +$2.97M +257,316 +97%
PCA
118
Personal Capital Advisors
California
$6.37M -$52.3M -4,537,422 -90%
GAM
119
Garrison Asset Management
Arkansas
$6.33M -$638K -55,332 -10%
JFG
120
JMG Financial Group
Illinois
$6.2M -$249K -21,636 -4%
WC
121
Wealth CMT
New Jersey
$6.16M +$789K +68,424 +16%
PS
122
Portfolio Solutions
Michigan
$5.83M +$1.79M +155,352 +48%
AWMG
123
Alliance Wealth Management Group
New Jersey
$5.78M -$742K -64,326 -12%
TCM
124
Towercrest Capital Management
Pennsylvania
$5.78M -$742K -64,326 -12%
HFA
125
Hoover Financial Advisors
Pennsylvania
$5.73M +$45.4K +3,936 +0.8%