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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
$394M +$35.3M +3,758,052 +10%
W
2
Wealthfront
California
$295M +$47.4M +5,050,920 +19%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$153M +$5.98M +637,200 +4%
EK
4
Evensky & Katz
Florida
$133M +$11.9M +1,266,864 +10%
Betterment LLC
5
Betterment LLC
New York
$130M -$8.36M -891,000 -6%
HP
6
HT Partners
Connecticut
$97.2M +$2.04M +217,026 +2%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$74.1M +$464K +49,434 +0.6%
UBS Group
8
UBS Group
Switzerland
$50.9M -$544K -58,014 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$47.9M -$6.61M -704,628 -12%
Bank of America
10
Bank of America
North Carolina
$47.8M +$8.41M +896,862 +22%
AI
11
Accredited Investors
Minnesota
$46.6M +$430K +45,798 +0.9%
FPCG
12
Fort Pitt Capital Group
Pennsylvania
$46.5M -$9.65M -1,028,346 -17%
AP
13
Agilis Partners
Massachusetts
$45.5M -$5.11M -544,608 -10%
PA
14
Planning Alternatives
Michigan
$43.3M -$1.96M -208,704 -4%
TIM
15
Total Investment Management
Arizona
$43.1M -$534K -56,928 -1%
Northern Trust
16
Northern Trust
Illinois
$36.6M +$90.7K +9,666 +0.3%
CAI
17
Capital Advisors Inc
Oklahoma
$34.7M +$374K +39,828 +1%
MML Investors Services
18
MML Investors Services
Massachusetts
$34M +$54.5M +5,813,472 New
UCFA
19
United Capital Financial Advisors
Texas
$32.9M -$3.9M -416,094 -11%
S
20
Schroders
United Kingdom
$32.2M +$31.7M +3,381,888 New
HB
21
Homrich & Berg
Georgia
$30.6M +$5M +532,812 +20%
Wells Fargo
22
Wells Fargo
California
$27.2M +$9.41M +1,002,804 +54%
CWM
23
Circle Wealth Management
New Jersey
$26.5M +$631K +67,302 +2%
PCA
24
Personal Capital Advisors
California
$25.1M -$94.4K -10,062 -0.4%
OAJ
25
Ogorek Anthony Joseph
New York
$22.5M -$12.1M -1,290,756 -35%