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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.34B -$51.6M -2,669,094 -4%
Betterment LLC
2
Betterment LLC
New York
$386M -$11.7M -603,408 -3%
SCM
3
SCS Capital Management
Massachusetts
$245M -$993K -51,318 -0.4%
R
4
Rebalance
California
$220M +$1.81M +93,426 +0.9%
EK
5
Evensky & Katz
Florida
$207M -$8.07M -416,910 -4%
HCM
6
Hengehold Capital Management
Ohio
$184M +$361K +18,630 +0.2%
SG
7
Strid Group
Pennsylvania
$156M +$5.99M +309,702 +4%
BFG
8
Bouchey Financial Group
New York
$149M +$2.75M +142,203 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$146M +$3.27M +169,176 +2%
HWM
10
HB Wealth Management
Georgia
$139M -$4.24M -219,153 -3%
HP
11
HT Partners
Connecticut
$136M +$774K +39,978 +0.6%
EA
12
Evergreen Advisors
Tennessee
$132M -$2.64M -136,323 -2%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$127M -$4.58M -236,763 -4%
CC
14
Callan Capital
California
$124M -$5.85M -302,268 -5%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$117M +$1.3M +67,257 +1%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$104M +$5.29M +273,237 +6%
HWA
17
HHM Wealth Advisors
Tennessee
$93.4M -$610K -31,521 -0.7%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$89.2M +$6.2M +320,541 +8%
SFS
19
Summit Financial Strategies
Ohio
$83.5M -$828K -42,804 -1%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$79.5M +$13.8M +710,586 +22%
TCM
21
TruNorth Capital Management
Michigan
$78.9M +$75M +3,876,156 New
Mariner
22
Mariner
Kansas
$74.6M -$1.14M -58,926 -2%
BP
23
Ballentine Partners
Massachusetts
$67.2M -$1.03M -53,190 -2%
Bank of America
24
Bank of America
North Carolina
$65.3M -$430K -22,212 -0.7%
MBFW
25
Morton Brown Family Wealth
Pennsylvania
$63.9M +$285K +14,712 +0.5%