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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$622M +$673M +62,285,820 New
MFRM
2
Milliman Financial Risk Management
Illinois
$549M -$265M -24,530,526 -31%
Betterment LLC
3
Betterment LLC
New York
$405M +$232M +21,422,700 +112%
Northern Trust
4
Northern Trust
Illinois
$182M +$2.08K +192 +0%
EK
5
Evensky & Katz
Florida
$159M -$1.46M -134,970 -0.8%
UBS Group
6
UBS Group
Switzerland
$97.3M -$56.5K -5,226 -0.1%
HP
7
HT Partners
Connecticut
$83.8M -$162K -14,958 -0.2%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$81.6M +$35.2M +3,258,000 +66%
Bank of America
9
Bank of America
North Carolina
$80.4M +$9.99M +924,168 +13%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$75M -$11.5M -1,060,368 -12%
FPCG
11
Fort Pitt Capital Group
Pennsylvania
$69.8M +$53.3M +4,924,974 +239%
SG
12
Strid Group
Pennsylvania
$64.2M -$3.15M -290,886 -4%
EA
13
Evergreen Advisors
Tennessee
$62.1M +$67.3M +6,219,882 New
HB
14
Homrich & Berg
Georgia
$59.4M +$25M +2,309,808 +64%
MF
15
Manchester Financial
California
$53.1M +$57.4M +5,311,602 New
BFG
16
Bouchey Financial Group
New York
$52.2M +$11M +1,019,862 +24%
PPA
17
Parametric Portfolio Associates
Washington
$48.7M +$52.7M +4,878,444 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$43.9M +$2.88M +265,932 +6%
HDIM
19
Hanson & Doremus Investment Management
Vermont
$39.5M +$1.93M +178,218 +5%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$32.9M +$6.04M +558,924 +20%
CWM
21
Circle Wealth Management
New Jersey
$30.8M -$1.68M -155,340 -5%
UCFA
22
United Capital Financial Advisors
Texas
$29.5M +$920K +85,068 +3%
AI
23
Accredited Investors
Minnesota
$29.4M -$1.28M -117,972 -4%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$27.7M -$1.08M -99,780 -3%
Brown Advisory
25
Brown Advisory
Maryland
$27.4M +$1.37M +126,510 +5%