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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%
SWP
28
Stratos Wealth Partners
Ohio
$128K +$123K +10,263 New
LTFS
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
PWM
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
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$15.4K
FAAS
40
First Allied Advisory Services
California
$12K +$11.5K +957 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$10K
IA
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
FHA
47
First Horizon Advisors
Tennessee
-$8K -675 Closed