We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$146K – – –
EWM
27
Edge Wealth Management
New York
$145K -$19.8K -1,644 -12%
Stratos Wealth Partners
28
Stratos Wealth Partners
Ohio
$128K +$123K +10,263 New
Ladenburg Thalmann Financial Services
29
Ladenburg Thalmann Financial Services
Florida
$123K +$14.5K +1,209 +14%
Morgan Stanley
30
Morgan Stanley
New York
$104K – – –
Bank of America
31
Bank of America
North Carolina
$79K +$3.53K +294 +5%
UBS Group
32
UBS Group
Switzerland
$66K – – –
PFA
33
Pathway Financial Advisors
Vermont
$61K +$59K +4,911 New
Perigon Wealth Management
34
Perigon Wealth Management
California
$52K – – –
AWA
35
Acorn Wealth Advisors
Michigan
$38K +$36K +2,994 New
SSB
36
Sandy Spring Bank
Maryland
$37K -$11.7K -975 -25%
GAM
37
Gemmer Asset Management
California
$33K – – –
PMFA
38
Plante Moran Financial Advisors
Michigan
$16K +$15.6K +1,299 New
MassMutual Private Wealth & Trust
39
MassMutual Private Wealth & Trust
Connecticut
$15.4K – – –
First Allied Advisory Services
40
First Allied Advisory Services
California
$12K +$11.5K +957 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$10K – – –
IFP Advisors
42
IFP Advisors
Florida
$5K – – –
FRA
43
Front Row Advisors
California
$2K +$1.8K +150 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.38K +198 New
Jane Street
45
Jane Street
New York
– -$1M -85,671 Closed
GBBWRPM
46
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$11K -966 Closed
First Horizon Advisors
47
First Horizon Advisors
Tennessee
– -$8K -675 Closed