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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFRM
1
Milliman Financial Risk Management
Illinois
$258M +$73.3M +9,433,194 +43%
W
2
Wealthfront
California
$136M +$17.8M +2,285,118 +16%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$106M +$101M +12,943,782 New
Betterment LLC
4
Betterment LLC
New York
$93.5M +$29.4M +3,780,372 +50%
HP
5
HT Partners
Connecticut
$74.7M +$44.9M +5,778,822 +174%
EK
6
Evensky & Katz
Florida
$58.4M +$7.95M +1,022,670 +17%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$57.3M +$2.81M +361,110 +5%
AP
8
Agilis Partners
Massachusetts
$55.5M +$8.47M +1,090,356 +19%
PA
9
Planning Alternatives
Michigan
$42.5M -$22.6M -2,904,348 -36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$40.3M -$278K -35,760 -0.7%
BJ
11
Brouwer & Janachowski
California
$37.4M +$9.43M +1,213,722 +36%
UCFA
12
United Capital Financial Advisors
Texas
$36M -$4.95M -636,630 -13%
DWM
13
Destination Wealth Management
California
$35.8M
AI
14
Accredited Investors
Minnesota
$33.7M +$6.69M +861,414 +27%
OAJ
15
Ogorek Anthony Joseph
New York
$33.1M +$379K +48,816 +1%
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$30.9M -$21.7M -2,790,360 -43%
FC
17
Financial Consulate
Maryland
$21.8M +$189K +24,288 +0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21.1M -$4.6M -591,870 -19%
HB
19
Homrich & Berg
Georgia
$18.4M -$315K -40,470 -2%
HDIM
20
Hanson & Doremus Investment Management
Vermont
$16.3M -$435K -56,028 -3%
KFA
21
Kays Financial Advisory
Georgia
$16.1M +$414K +53,316 +3%
Brown Advisory
22
Brown Advisory
Maryland
$14.7M +$1.08M +139,578 +8%
NSAM
23
North Star Asset Management
Wisconsin
$14.6M +$1.39M +179,040 +11%
SFS
24
Summit Financial Strategies
Ohio
$12.9M +$2.4M +308,892 +25%
Wells Fargo
25
Wells Fargo
California
$12.6M -$4.49M -577,824 -27%