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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
$845M -$291M -26,458,422 -25%
W
2
Wealthfront
California
$588M +$130M +11,871,498 +27%
Betterment LLC
3
Betterment LLC
New York
$190M +$53M +4,822,872 +37%
EK
4
Evensky & Katz
Florida
$163M +$1.11M +100,842 +0.7%
UBS Group
5
UBS Group
Switzerland
$139M +$5.55M +505,170 +4%
Northern Trust
6
Northern Trust
Illinois
$103M -$42.9K -3,900 -0%
HP
7
HT Partners
Connecticut
$89.3M +$702K +63,936 +0.8%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$88.2M +$1.67M +152,286 +2%
SG
9
Strid Group
Pennsylvania
$71.5M -$1.26M -114,240 -2%
Bank of America
10
Bank of America
North Carolina
$62M -$6.49M -590,466 -9%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$54.1M -$49.6M -4,518,600 -47%
TIM
12
Total Investment Management
Arizona
$51.3M +$410K +37,308 +0.8%
CAI
13
Capital Advisors Inc
Oklahoma
$49.6M +$3.01M +274,194 +6%
PA
14
Planning Alternatives
Michigan
$45.1M -$759K -69,120 -2%
AP
15
Agilis Partners
Massachusetts
$42.7M -$1.9M -173,328 -4%
BFG
16
Bouchey Financial Group
New York
$41.6M +$21.4M +1,951,626 +99%
FPCG
17
Fort Pitt Capital Group
Pennsylvania
$41.2M -$6.86M -624,120 -14%
AI
18
Accredited Investors
Minnesota
$40.6M -$763K -69,474 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$37.6M -$14.4M -1,310,652 -27%
HDIM
20
Hanson & Doremus Investment Management
Vermont
$37.5M +$2.78M +253,104 +8%
HB
21
Homrich & Berg
Georgia
$36.4M +$404K +36,726 +1%
UCFA
22
United Capital Financial Advisors
Texas
$32.1M -$1.7M -154,542 -5%
CWM
23
Circle Wealth Management
New Jersey
$31.7M +$1.54M +140,466 +5%
OAJ
24
Ogorek Anthony Joseph
New York
$29.6M +$953K +86,718 +3%
Brown Advisory
25
Brown Advisory
Maryland
$27.9M +$317K +28,872 +1%