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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cobblestone Capital Advisors
New York
$212K +$211K +17,010 New
Ladenburg Thalmann Financial Services
27
Ladenburg Thalmann Financial Services
Florida
$163K – – –
Wells Fargo
28
Wells Fargo
California
$157K +$128K +10,281 +443%
Morgan Stanley
29
Morgan Stanley
New York
$104K – – –
Bank of America
30
Bank of America
North Carolina
$88K +$5.62K +453 +7%
UBS Group
31
UBS Group
Switzerland
$66K – – –
AWA
32
Acorn Wealth Advisors
Michigan
$54K +$12.2K +984 +29%
EWM
33
Edge Wealth Management
New York
$41K -$5.59K -450 -12%
GWS
34
Glassman Wealth Services
Virginia
$32K +$31.7K +2,550 New
SSB
35
Sandy Spring Bank
Maryland
$30K – – –
GAM
36
Gemmer Asset Management
California
$28K – – –
SignatureFD
37
SignatureFD
Georgia
$27K +$26.9K +2,166 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$23K – – –
SBL
39
Sargent Bickham Lagudis
Colorado
$19K +$18.8K +1,512 New
PMFA
40
Plante Moran Financial Advisors
Michigan
$16K – – –
MassMutual Private Wealth & Trust
41
MassMutual Private Wealth & Trust
Connecticut
$15.4K – – –
FANJ
42
Financial Architects (New Jersey)
New Jersey
$10K – – –
IFP Advisors
43
IFP Advisors
Florida
$5K – – –
KCPG
44
Kavar Capital Partners Group
Kansas
$3K +$2.79K +225 New
FRA
45
Front Row Advisors
California
$2K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– -$1.34M -111,204 Closed
Citadel Advisors
47
Citadel Advisors
Florida
– -$1.31M -108,981 Closed
ACP
48
Aviance Capital Partners
Florida
– -$393K -32,634 Closed
DY
49
Dowling & Yahnke
California
– -$235K -19,500 Closed
Stratos Wealth Partners
50
Stratos Wealth Partners
Ohio
– -$124K -10,263 Closed