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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
101
American Investment Services
Massachusetts
$12.7M
IDA
102
Intelligence Driven Advisers
California
$12.5M +$262K +14,718 +2%
AF
103
Advisornet Financial
Minnesota
$12.3M -$1.31M -73,404 -9%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$236K +13,242 +2%
RIM
105
Rockbridge Investment Management
New York
$11.5M -$154K -8,676 -1%
LB
106
Leo Brokerage
Texas
$11.3M +$26.8K +1,506 +0.2%
RC
107
Roundview Capital
New Jersey
$11.2M +$152K +8,550 +1%
OIA
108
OneDigital Investment Advisors
Kansas
$11M +$674K +37,920 +6%
GVAG
109
Great Valley Advisor Group
Delaware
$10.8M +$557K +31,320 +5%
PCIA
110
Prime Capital Investment Advisors
Kansas
$10.7M -$95.3K -5,358 -0.9%
AWMG
111
Alliance Wealth Management Group
New Jersey
$10.7M -$56.6K -3,180 -0.5%
TCM
112
Towercrest Capital Management
Pennsylvania
$10.7M -$56.6K -3,180 -0.5%
KM
113
Kalos Management
Georgia
$10.5M +$981K +55,152 +11%
BRWA
114
B. Riley Wealth Advisors
Florida
$9.95M -$384K -21,612 -4%
FOA
115
Five Oceans Advisors
California
$9.91M +$10.2M +572,448 New
APW
116
Aurora Private Wealth
New Jersey
$9.81M +$600K +33,756 +6%
SA
117
Shilanski & Associates
Alaska
$9.55M +$319K +17,910 +3%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$9.12M +$82.5K +4,638 +0.9%
KF
119
Krilogy Financial
Missouri
$8.99M +$4.83M +271,578 +110%
MIS
120
Morningstar Investment Services
Illinois
$8.96M +$5.3M +297,882 +139%
BDFN
121
Bond & Devick Financial Network
Minnesota
$8.87M -$164K -9,228 -2%
PAG
122
Private Advisor Group
New Jersey
$8.81M +$3.6M +202,644 +66%
DBRC
123
D.B. Root & Company
Pennsylvania
$8.73M -$744K -41,826 -8%
EFG
124
Everhart Financial Group
Ohio
$8.69M -$93.5K -5,256 -1%
KAS
125
Kestra Advisory Services
Texas
$8.61M +$6.57M +369,642 +289%