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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B -$40.9M -2,361,465 -3%
Betterment LLC
2
Betterment LLC
New York
$336M -$8.5M -491,025 -2%
SCM
3
SCS Capital Management
Massachusetts
$211M -$4.41M -254,928 -2%
R
4
Rebalance
California
$180M +$1.33M +76,794 +0.7%
EK
5
Evensky & Katz
Florida
$178M -$10.8M -621,711 -5%
HCM
6
Hengehold Capital Management
Ohio
$149M +$11.2M +649,683 +8%
SG
7
Strid Group
Pennsylvania
$122M +$360K +20,799 +0.3%
HWM
8
HB Wealth Management
Georgia
$117M -$2.25M -129,957 -2%
HP
9
HT Partners
Connecticut
$111M -$4.76M -275,016 -4%
EA
10
Evergreen Advisors
Tennessee
$109M +$2.35M +135,690 +2%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$108M -$770K -44,499 -0.7%
BFG
12
Bouchey Financial Group
New York
$107M +$4.56M +263,370 +4%
CC
13
Callan Capital
California
$104M -$495K -28,578 -0.5%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$94.6M +$5.34M +308,718 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$90.8M +$40.5M +2,339,166 +75%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$81.2M +$2.95M +170,637 +4%
FWM
17
FFT Wealth Management
Pennsylvania
$79.4M +$304K +17,553 +0.4%
LP
18
LGL Partners
Pennsylvania
$76.6M +$300K +17,361 +0.4%
HWA
19
HHM Wealth Advisors
Tennessee
$76M +$1.22M +70,326 +2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$71.2M +$16.1M +931,722 +28%
SFS
21
Summit Financial Strategies
Ohio
$69.7M +$364K +21,060 +0.5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$64.4M -$17.8M -1,028,721 -21%
Mariner
23
Mariner
Kansas
$61.7M +$914K +52,839 +1%
BP
24
Ballentine Partners
Massachusetts
$55.1M -$390K -22,545 -0.7%
HSA
25
HBK Sorce Advisory
Pennsylvania
$53.5M +$591K +34,152 +1%