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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B -$40.9M -1,796,603 -3%
Betterment LLC
2
Betterment LLC
New York
$371M -$11.8M -519,518 -3%
R
3
Rebalance
California
$257M +$10.9M +478,833 +4%
SCM
4
SCS Capital Management
Massachusetts
$256M +$38.6M +1,697,159 +17%
EK
5
Evensky & Katz
Florida
$194M -$6.92M -304,374 -3%
HCM
6
Hengehold Capital Management
Ohio
$194M +$1.61M +70,735 +0.8%
SG
7
Strid Group
Pennsylvania
$185M +$1.91M +84,076 +1%
BFG
8
Bouchey Financial Group
New York
$177M +$1.65M +72,697 +0.9%
HighTower Advisors
9
HighTower Advisors
Illinois
$171M -$4.81M -211,606 -3%
HWM
10
HB Wealth Management
Georgia
$139M -$791K -34,791 -0.5%
HP
11
HT Partners
Connecticut
$137M +$7.05M +309,830 +5%
HDIM
12
Hanson & Doremus Investment Management
Vermont
$135M +$8.7M +382,272 +6%
EA
13
Evergreen Advisors
Tennessee
$135M -$2.1M -92,406 -1%
CC
14
Callan Capital
California
$127M -$1.18M -51,943 -0.9%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$121M -$1.88M -82,604 -1%
AI
16
Accredited Investors
Minnesota
$105M +$422K +18,549 +0.4%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$95.2M +$6.29M +276,390 +7%
Mariner
18
Mariner
Kansas
$92.3M +$6.6M +290,047 +7%
TCM
19
TruNorth Capital Management
Michigan
$91.5M +$5.54M +243,445 +6%
HWA
20
HHM Wealth Advisors
Tennessee
$89.7M +$3.24M +142,398 +4%
SFS
21
Summit Financial Strategies
Ohio
$83.6M -$3.88M -170,518 -4%
Morgan Stanley
22
Morgan Stanley
New York
$80M +$8.91M +391,746 +12%
MBFW
23
Morton Brown Family Wealth
Pennsylvania
$79.3M +$2.55M +112,188 +3%
CMAI
24
Capital Management Associates Inc
Minnesota
$75.9M +$41.6M +1,828,084 +108%
MF
25
Manchester Financial
California
$75.4M +$192K +8,448 +0.2%