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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.42B -$31.3M -1,262,961 -2%
Betterment LLC
2
Betterment LLC
New York
$424M -$8M -323,285 -2%
R
3
Rebalance
California
$372M +$32.7M +1,320,879 +10%
SCM
4
SCS Capital Management
Massachusetts
$314M -$581K -23,473 -0.2%
SG
5
Strid Group
Pennsylvania
$224M +$1.43M +57,964 +0.7%
EK
6
Evensky & Katz
Florida
$218M -$7.11M -287,371 -3%
HCM
7
Hengehold Capital Management
Ohio
$217M +$165K +6,669 +0.1%
BFG
8
Bouchey Financial Group
New York
$214M +$1.05M +42,459 +0.5%
HighTower Advisors
9
HighTower Advisors
Illinois
$200M +$957K +38,658 +0.5%
HWM
10
HB Wealth Management
Georgia
$172M +$4.89M +197,532 +3%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$167M +$2.67M +107,961 +2%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$163M +$2.11M +85,409 +1%
AC
13
AlphaCore Capital
California
$157M +$3.69M +149,100 +3%
HP
14
HT Partners
Connecticut
$157M +$1.02M +41,200 +0.7%
HWA
15
HHM Wealth Advisors
Tennessee
$134M -$6.52M -263,354 -5%
TCM
16
TruNorth Capital Management
Michigan
$130M +$10.1M +407,152 +9%
AI
17
Accredited Investors
Minnesota
$124M -$1.92M -77,736 -2%
AAP
18
Arax Advisory Partners
Colorado
$111M +$96M +3,877,998 +2,254%
Mariner
19
Mariner
Kansas
$110M +$1.8M +72,719 +2%
MBFW
20
Morton Brown Family Wealth
Pennsylvania
$98.4M -$120K -4,855 -0.1%
SFS
21
Summit Financial Strategies
Ohio
$91.1M -$3.83M -154,753 -4%
MF
22
Manchester Financial
California
$88.8M -$1.95M -78,608 -2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$87.1M -$232K -9,360 -0.3%
CFGSD
24
Compass Financial Group (South Dakota)
South Dakota
$87.1M +$4.75M +191,729 +6%
BP
25
Ballentine Partners
Massachusetts
$83.2M -$865K -34,926 -1%