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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.33B -$44.2M -2,183,925 -3%
Betterment LLC
2
Betterment LLC
New York
$388M -$8.83M -435,867 -2%
SCM
3
SCS Capital Management
Massachusetts
$245M -$7.54M -372,342 -3%
R
4
Rebalance
California
$230M +$3.39M +167,544 +2%
EK
5
Evensky & Katz
Florida
$208M -$5.6M -276,495 -3%
HCM
6
Hengehold Capital Management
Ohio
$190M -$285K -14,055 -0.2%
SG
7
Strid Group
Pennsylvania
$173M +$11.9M +586,041 +8%
BFG
8
Bouchey Financial Group
New York
$160M +$6.57M +324,150 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$155M +$4.29M +211,674 +3%
HWM
10
HB Wealth Management
Georgia
$141M -$1.93M -95,349 -1%
HP
11
HT Partners
Connecticut
$141M +$358K +17,670 +0.3%
EA
12
Evergreen Advisors
Tennessee
$137M +$1.3M +64,071 +1%
CC
13
Callan Capital
California
$128M +$1.03M +50,994 +0.8%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$122M +$997K +49,221 +0.9%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$114M -$16M -788,310 -13%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$110M +$2.55M +126,048 +2%
AI
17
Accredited Investors
Minnesota
$101M +$35M +1,725,057 +55%
HWA
18
HHM Wealth Advisors
Tennessee
$95.6M -$547K -27,012 -0.6%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$93.5M +$1.58M +78,105 +2%
SFS
20
Summit Financial Strategies
Ohio
$88M +$1.92M +94,869 +2%
TCM
21
TruNorth Capital Management
Michigan
$81.9M +$631K +31,134 +0.8%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$78.6M -$3.93M -194,160 -5%
Mariner
23
Mariner
Kansas
$78.1M +$1.21M +59,949 +2%
MBFW
24
Morton Brown Family Wealth
Pennsylvania
$68.2M +$1.1M +54,177 +2%
BP
25
Ballentine Partners
Massachusetts
$67.9M -$1.23M -60,876 -2%