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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
$237M -$26.2M -3,153,756 -10%
W
2
Wealthfront
California
$176M +$37.5M +4,512,966 +27%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$128M +$18.9M +2,283,054 +18%
Betterment LLC
4
Betterment LLC
New York
$103M +$7.94M +956,076 +8%
HP
5
HT Partners
Connecticut
$76.7M +$396K +47,730 +0.5%
EK
6
Evensky & Katz
Florida
$67M +$7.34M +884,238 +12%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$59.8M +$1.33M +159,858 +2%
BJ
8
Brouwer & Janachowski
California
$52.8M +$14.4M +1,740,672 +38%
AP
9
Agilis Partners
Massachusetts
$51.2M -$5.45M -656,472 -10%
UBS Group
10
UBS Group
Switzerland
$43.2M +$41.8M +5,031,150 +4,167%
PA
11
Planning Alternatives
Michigan
$41.9M -$1.42M -171,186 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$39.7M -$1.34M -161,682 -3%
AI
13
Accredited Investors
Minnesota
$36.8M +$2.34M +282,444 +7%
UCFA
14
United Capital Financial Advisors
Texas
$34.8M -$1.7M -204,354 -5%
OAJ
15
Ogorek Anthony Joseph
New York
$30M -$3.81M -458,670 -11%
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$28.8M -$2.79M -336,036 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$27.5M +$25M +3,007,110 +1,115%
FC
18
Financial Consulate
Maryland
$22.1M -$81.1K -9,774 -0.4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$19.9M -$1.65M -198,348 -8%
HB
20
Homrich & Berg
Georgia
$19.7M +$935K +112,698 +5%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$17.1M +$474K +57,048 +3%
KFA
22
Kays Financial Advisory
Georgia
$16.6M +$200K +24,120 +1%
Brown Advisory
23
Brown Advisory
Maryland
$16M +$939K +113,124 +6%
NSAM
24
North Star Asset Management
Wisconsin
$15.8M +$843K +101,610 +6%
SFS
25
Summit Financial Strategies
Ohio
$13.5M +$397K +47,838 +3%