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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.32B -$26.5M -1,008,153 -2%
UBS Group
2
UBS Group
Switzerland
$1.22B +$1.24B +47,100,114 +3,330%
Betterment LLC
3
Betterment LLC
New York
$395M -$11.5M -438,408 -3%
R
4
Rebalance
California
$379M +$3.13M +119,276 +0.8%
SCM
5
SCS Capital Management
Massachusetts
$300M +$1.59M +60,752 +0.5%
UBS AM
6
UBS AM
Illinois
$297M +$233M +8,883,163 +301%
HighTower Advisors
7
HighTower Advisors
Illinois
$225M +$8.8M +335,543 +4%
SG
8
Strid Group
Pennsylvania
$217M -$1.78M -67,872 -0.8%
EK
9
Evensky & Katz
Florida
$205M -$3.03M -115,344 -1%
HCM
10
Hengehold Capital Management
Ohio
$194M -$99.2K -3,782 -0%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$177M +$873K +33,281 +0.5%
HWM
12
HB Wealth Management
Georgia
$166M -$2.45M -93,398 -1%
EA
13
Evergreen Advisors
Tennessee
$158M +$2.96M +112,717 +2%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$156M +$948K +36,116 +0.6%
HP
15
HT Partners
Connecticut
$155M +$2.59M +98,668 +2%
AC
16
AlphaCore Capital
California
$134M -$12M -456,774 -8%
TCM
17
TruNorth Capital Management
Michigan
$131M +$3.16M +120,310 +2%
HWA
18
HHM Wealth Advisors
Tennessee
$129M +$2.86M +108,943 +2%
Mariner
19
Mariner
Kansas
$125M +$14.2M +542,197 +12%
AI
20
Accredited Investors
Minnesota
$116M -$2.94M -112,204 -2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$102M -$4.97M -189,417 -4%
MBFW
22
Morton Brown Family Wealth
Pennsylvania
$101M +$4.47M +170,427 +4%
CFGSD
23
Compass Financial Group (South Dakota)
South Dakota
$97.1M +$5.79M +220,594 +6%
HSA
24
HBK Sorce Advisory
Pennsylvania
$89M +$638K +24,324 +0.8%
MF
25
Manchester Financial
California
$86M -$143K -5,439 -0.2%