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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$13K -$28K -2,904 -68%
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$11.8K
Creative Planning
28
Creative Planning
Kansas
$10K +$116 +12 +1%
IA
29
IFP Advisors
Florida
$6K +$6.5K +675 New
TRCT
30
Tower Research Capital (TRC)
New York
$2K +$2.37K +246 New
BFG
31
Bouchey Financial Group
New York
-$13.4M -1,483,536 Closed
UCFA
32
United Capital Financial Advisors
Texas
-$6.69M -738,966 Closed
AI
33
Atria Investments
North Carolina
-$303K -33,519 Closed
VKH
34
Virtu KCG Holdings
New York
-$236K -26,109 Closed
TSS
35
Two Sigma Securities
New York
-$201K -22,233 Closed
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
-$136K -15,012 Closed