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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 -$46.9M -4,063,368 -5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$747M +$43.3M +3,745,596 +6%
UBS Group
3
UBS Group
Switzerland
$526M +$185M +16,037,220 +56%
Betterment LLC
4
Betterment LLC
New York
$505M +$24.9M +2,154,780 +5%
Northern Trust
5
Northern Trust
Illinois
$216M -$2.22K -192 -0%
EK
6
Evensky & Katz
Florida
$198M +$3.55M +307,002 +2%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$99.2M -$13.5M -1,171,800 -12%
HP
8
HT Partners
Connecticut
$96.4M -$180K -15,618 -0.2%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$91.8M +$2.85M +246,378 +3%
Bank of America
10
Bank of America
North Carolina
$90.6M -$1.05M -91,218 -1%
SG
11
Strid Group
Pennsylvania
$79.7M +$2.01M +174,240 +3%
EA
12
Evergreen Advisors
Tennessee
$77.5M +$1.64M +141,654 +2%
HB
13
Homrich & Berg
Georgia
$70.5M +$1.75M +151,626 +3%
BFG
14
Bouchey Financial Group
New York
$63.3M +$1.68M +145,110 +3%
CAI
15
Capital Advisors Inc
Oklahoma
$60.5M +$40.6M +3,517,734 +216%
TIM
16
Total Investment Management
Arizona
$55.2M +$54M +4,678,866 +4,079%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$49.9M +$672K +58,236 +1%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$48.7M +$3.27M +282,852 +7%
CWM
19
Circle Wealth Management
New Jersey
$46.2M +$1.09M +94,446 +2%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$40.9M +$868K +75,204 +2%
MF
21
Manchester Financial
California
$40.9M -$2.24M -194,340 -5%
UCFA
22
United Capital Financial Advisors
Texas
$40.5M +$3.42M +296,124 +9%
AP
23
Agilis Partners
Massachusetts
$39M +$7.8M +675,522 +26%
HCM
24
Hengehold Capital Management
Ohio
$38.8M +$13.2M +1,143,918 +53%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$36.9M +$11.4M +989,142 +46%