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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.11B -$210M -13,521,087 -15%
Betterment LLC
2
Betterment LLC
New York
$328M
SCM
3
SCS Capital Management
Massachusetts
$222M -$11.6M -746,586 -4%
EK
4
Evensky & Katz
Florida
$166M -$1.23M -79,113 -0.7%
MFRM
5
Milliman Financial Risk Management
Illinois
$138M +$3.81M +244,851 +3%
UBS AM
6
UBS AM
Illinois
$108M +$120M +7,737,867 New
SG
7
Strid Group
Pennsylvania
$103M -$3.08M -197,721 -3%
HP
8
HT Partners
Connecticut
$102M -$139K -8,958 -0.1%
HCM
9
Hengehold Capital Management
Ohio
$94.9M -$3.64M -233,712 -3%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$90.9M -$585K -37,605 -0.6%
CC
11
Callan Capital
California
$88.2M -$5.02M -322,977 -5%
HWM
12
HB Wealth Management
Georgia
$88.1M -$728K -46,824 -0.7%
EA
13
Evergreen Advisors
Tennessee
$88.1M +$2.72M +175,155 +3%
BFG
14
Bouchey Financial Group
New York
$86.2M +$321K +20,646 +0.3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$77.5M -$2.67M -171,753 -3%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$70.1M +$1.26M +81,006 +2%
FWM
17
FFT Wealth Management
Pennsylvania
$64.2M +$307K +19,743 +0.4%
LP
18
LGL Partners
Pennsylvania
$63.5M +$306K +19,653 +0.4%
HWA
19
HHM Wealth Advisors
Tennessee
$60.6M +$5.59M +359,382 +9%
Mariner
20
Mariner
Kansas
$57.9M +$1.04M +66,702 +2%
SFS
21
Summit Financial Strategies
Ohio
$57.9M +$3.19M +205,179 +5%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$49.6M -$1.27M -81,747 -2%
HSA
23
HBK Sorce Advisory
Pennsylvania
$47.4M -$72.4K -4,653 -0.1%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$44.9M -$7.03M -451,680 -12%
HighTower Advisors
25
HighTower Advisors
Illinois
$43.3M +$551K +35,439 +1%