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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.4B -$39.9M -1,533,696 -3%
Betterment LLC
2
Betterment LLC
New York
$424M -$9.06M -347,851 -2%
R
3
Rebalance
California
$392M +$12.6M +483,144 +3%
AF
4
Align Financial
Minnesota
$368M +$9.58M +367,995 New
SCM
5
SCS Capital Management
Massachusetts
$312M -$7.56M -290,555 -2%
SG
6
Strid Group
Pennsylvania
$229M +$16.1K +617 +0%
HighTower Advisors
7
HighTower Advisors
Illinois
$226M +$22.3M +854,800 +11%
EK
8
Evensky & Katz
Florida
$217M -$5.52M -212,118 -2%
HCM
9
Hengehold Capital Management
Ohio
$203M -$19M -731,216 -9%
HDIM
10
Hanson & Doremus Investment Management
Vermont
$184M +$12.9M +493,815 +8%
HWM
11
HB Wealth Management
Georgia
$175M -$142K -5,470 -0.1%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$162M -$3.65M -140,320 -2%
EA
13
Evergreen Advisors
Tennessee
$162M +$161M +6,167,435 New
HP
14
HT Partners
Connecticut
$160M -$145K -5,574 -0.1%
AC
15
AlphaCore Capital
California
$152M -$7.6M -292,086 -5%
TCM
16
TruNorth Capital Management
Michigan
$134M +$498K +19,118 +0.4%
HWA
17
HHM Wealth Advisors
Tennessee
$132M -$4.35M -167,238 -3%
AI
18
Accredited Investors
Minnesota
$124M -$2.25M -86,405 -2%
Mariner
19
Mariner
Kansas
$117M +$4.28M +164,384 +4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$111M +$22.1M +849,417 +25%
MBFW
21
Morton Brown Family Wealth
Pennsylvania
$101M +$478K +18,364 +0.5%
Creative Planning
22
Creative Planning
Kansas
$99.9M +$40.5M +1,557,553 +69%
CFGSD
23
Compass Financial Group (South Dakota)
South Dakota
$95.7M +$6.82M +262,111 +8%
MF
24
Manchester Financial
California
$90M -$514K -19,763 -0.6%
Morgan Stanley
25
Morgan Stanley
New York
$84.4M +$542K +20,816 +0.7%