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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
101
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8M +$3.7M +281,280 +88%
BIP
102
Blueprint Investment Partners
North Carolina
$7.9M -$6.38M -485,004 -48%
WI
103
WBI Investments
New Jersey
$7.88M -$2.82M -214,104 -27%
PA
104
Planning Alternatives
Michigan
$7.88M -$1.81M -137,442 -19%
IA
105
IFP Advisors
Florida
$7.74M -$482K -36,678 -6%
LB
106
Leo Brokerage
Texas
$7.61M +$8.17M +621,438 New
TA
107
Trellis Advisors
Washington
$7.31M -$179K -13,590 -2%
SC
108
Savant Capital
Illinois
$7.12M -$323K -24,540 -4%
SCA
109
Strategic Capital Advisers
Colorado
$6.83M -$282K -21,450 -4%
WC
110
Wealth CMT
New Jersey
$6.82M +$142K +10,806 +2%
GAM
111
Garrison Asset Management
Arkansas
$6.77M -$83.8K -6,372 -1%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$6.72M -$2.73M -207,384 -29%
JFG
113
JMG Financial Group
Illinois
$6.59M -$120K -9,138 -2%
PS
114
Portfolio Solutions
Michigan
$6.59M +$264K +20,040 +4%
SFSG
115
Stearns Financial Services Group
North Carolina
$6.57M -$2.42M -184,158 -27%
TI
116
tru Independence
Oregon
$6.55M -$55.5M -4,223,040 -90%
PCA
117
Personal Capital Advisors
California
$6.42M -$487K -37,074 -7%
SSWM
118
Sheets Smith Wealth Management
North Carolina
$6.38M -$2.11M -160,278 -25%
TFF
119
The Family Firm
Maryland
$6.08M +$132K +10,038 +2%
AWMG
120
Alliance Wealth Management Group
New Jersey
$6.02M -$238K -18,120 -4%
TCM
121
Towercrest Capital Management
Pennsylvania
$6.02M -$238K -18,120 -4%
SFA
122
Sequoia Financial Advisors
Ohio
$6.02M +$808K +61,476 +16%
KM
123
Kalos Management
Georgia
$6M -$4.34M -329,928 -44%
WPW
124
Waldron Private Wealth
Pennsylvania
$5.99M +$16.4K +1,248 +0.3%
CHA
125
Carmichael Hill & Associates
Maryland
$5.97M +$150K +11,394 +3%