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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
$1.11B +$660M +66,465,480 +155%
W
2
Wealthfront
California
$427M +$59.3M +5,977,722 +17%
EK
3
Evensky & Katz
Florida
$153M +$1.07M +108,150 +0.7%
Betterment LLC
4
Betterment LLC
New York
$135M +$16.6K +1,674 +0%
UBS Group
5
UBS Group
Switzerland
$126M -$3M -302,256 -2%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$120M -$36.4M -3,663,600 -24%
HP
7
HT Partners
Connecticut
$102M -$1.14M -114,708 -1%
Northern Trust
8
Northern Trust
Illinois
$97.8M +$43M +4,336,950 +82%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$82.4M +$2.95M +297,504 +4%
SG
10
Strid Group
Pennsylvania
$66.3M +$3.46M +349,038 +6%
Bank of America
11
Bank of America
North Carolina
$62M +$6.5M +654,552 +12%
TIM
12
Total Investment Management
Arizona
$49.1M +$3.53M +355,728 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$45.7M -$1.27M -127,998 -3%
AP
14
Agilis Partners
Massachusetts
$45.1M -$28.5M -2,873,694 -39%
PA
15
Planning Alternatives
Michigan
$44.5M -$701K -70,578 -2%
S
16
Schroders
United Kingdom
$42.3M +$40.4M +4,074,978 New
CAI
17
Capital Advisors Inc
Oklahoma
$42.1M +$1.9M +191,184 +5%
AI
18
Accredited Investors
Minnesota
$40.7M -$3.63M -365,928 -8%
FPCG
19
Fort Pitt Capital Group
Pennsylvania
$34.3M -$1.83M -184,446 -5%
HB
20
Homrich & Berg
Georgia
$33.8M +$589K +59,310 +2%
UCFA
21
United Capital Financial Advisors
Texas
$33.5M -$696K -70,170 -2%
HDIM
22
Hanson & Doremus Investment Management
Vermont
$31.9M +$2.45M +247,170 +9%
CWM
23
Circle Wealth Management
New Jersey
$28.6M -$139K -13,980 -0.5%
Wells Fargo
24
Wells Fargo
California
$27.1M +$468K +47,106 +2%
OAJ
25
Ogorek Anthony Joseph
New York
$26.6M +$654K +65,844 +3%