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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$304K
DY
27
Dowling & Yahnke
California
$235K +$244K +19,500 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$163K +$45.8K +3,657 +37%
SWP
29
Stratos Wealth Partners
Ohio
$124K
Morgan Stanley
30
Morgan Stanley
New York
$101K
Bank of America
31
Bank of America
North Carolina
$80K +$2.52K +201 +3%
UBS Group
32
UBS Group
Switzerland
$64K
EWM
33
Edge Wealth Management
New York
$45K -$100K -8,001 -68%
AWA
34
Acorn Wealth Advisors
Michigan
$41K +$4.28K +342 +11%
PWM
35
Perigon Wealth Management
California
$40K -$11.3K -900 -22%
SSB
36
Sandy Spring Bank
Maryland
$29K -$7.51K -600 -20%
Wells Fargo
37
Wells Fargo
California
$28K +$29K +2,322 New
GAM
38
Gemmer Asset Management
California
$27K -$5.07K -405 -15%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$22K -$124K -9,900 -85%
PMFA
40
Plante Moran Financial Advisors
Michigan
$16K +$75 +6 +0.5%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$14.9K
FANJ
42
Financial Architects (New Jersey)
New Jersey
$9K
IA
43
IFP Advisors
Florida
$5K
FRA
44
Front Row Advisors
California
$2K
Ameriprise
45
Ameriprise
Minnesota
-$268K -21,564 Closed
PFA
46
Pathway Financial Advisors
Vermont
-$61K -4,911 Closed
FAAS
47
First Allied Advisory Services
California
-$12K -957 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
-$2K -198 Closed