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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Planning Alternatives
Michigan
$57.5M +$57.5M +8,860,692 New
UCFA
2
United Capital Financial Advisors
Texas
$53.9M +$53.9M +8,307,234 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.7M +$44.7M +6,891,246 New
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$24.8M +$24.8M +3,823,908 New
DWM
5
Destination Wealth Management
California
$22.3M +$22.3M +3,435,978 New
Morgan Stanley
6
Morgan Stanley
New York
$12M +$12M +1,843,488 New
HP
7
HT Partners
Connecticut
$9.92M +$9.93M +1,529,904 New
GA
8
Gateway Advisory
New Jersey
$8.48M +$8.49M +1,307,310 New
SFSG
9
Stearns Financial Services Group
North Carolina
$6.9M +$6.91M +1,064,382 New
AI
10
Atria Investments
North Carolina
$6.2M +$6.2M +955,500 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.33M +$4.34M +667,968 New
AA
12
Apriem Advisors
California
$4.33M +$4.33M +667,368 New
SSWM
13
Sheets Smith Wealth Management
North Carolina
$4.32M +$4.32M +665,724 New
KT
14
Kanaly Trust
Texas
$3.58M +$3.59M +552,582 New
VCM
15
Vigilant Capital Management
Maine
$3.44M +$3.45M +530,778 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$3.28M +$3.28M +505,224 New
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$3.16M +$3.17M +487,710 New
MAS
18
Madden Advisory Services
Florida
$2.83M +$2.84M +436,692 New
CHJWM
19
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.77M +$2.77M +427,014 New
BC
20
Bartlett & Co
Ohio
$2.71M +$2.72M +418,374 New
PMG
21
ProVise Management Group
Florida
$2.41M +$2.41M +371,676 New
NSAM
22
North Star Asset Management
Wisconsin
$2.19M +$2.19M +337,008 New
Bank of America
23
Bank of America
North Carolina
$2.02M +$2.02M +311,268 New
MPI
24
Mairs & Power Inc
Minnesota
$1.96M +$1.96M +301,980 New
APCM
25
Alaska Permanent Capital Management
Alaska
$1.94M +$1.94M +299,244 New
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