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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Resonant Capital Advisors
Wisconsin
$3.56M +$680K +23,044 +25%
UBS Group
27
UBS Group
Switzerland
$3.4M -$131K -4,444 -4%
CFO
28
CVA Family Office
Colorado
$3.26M -$103K -3,499 -3%
LPL Financial
29
LPL Financial
California
$3.19M +$7.84K +266 +0.3%
CWM
30
Centurion Wealth Management
Virginia
$2.91M +$33K +1,120 +1%
Ameriprise
31
Ameriprise
Minnesota
$2.78M +$116K +3,920 +4%
HWA
32
HHM Wealth Advisors
Tennessee
$2.7M -$52.6K -1,785 -2%
RDWM
33
Red Door Wealth Management
Tennessee
$2.64M
MCM
34
MAI Capital Management
Ohio
$2.48M -$38.9K -1,320 -2%
CA
35
Clearstead Advisors
Ohio
$2.46M -$2.6M -88,117 -52%
WANY
36
Wealthspire Advisors (New York)
New York
$2.42M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.32M -$223K -7,572 -9%
FG
38
Foster Group
Iowa
$2.29M +$8.02K +272 +0.4%
YWM
39
Yoder Wealth Management
California
$2.21M
TAM
40
Townsend Asset Management
North Carolina
$2.1M +$2.09K +71 +0.1%
VA
41
Valmark Advisers
Ohio
$2.06M +$454K +15,384 +29%
NHC
42
Nicholas Hoffman & Company
Georgia
$2.05M +$29.7K +1,006 +2%
QCM
43
Quantinno Capital Management
New York
$2.04M +$469K +15,894 +31%
FFS
44
Founders Financial Securities
Maryland
$1.94M -$2.68K -91 -0.1%
SWM
45
SeaCrest Wealth Management
New York
$1.86M +$58.3K +1,977 +3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.67M +$41.6K +1,409 +3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.58M +$18.4K +624 +1%
BBHC
48
Brown Brothers Harriman & Co
New York
$1.56M
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.55M -$21.1K -716 -1%
VAF
50
Values Added Financial
District of Columbia
$1.51M