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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
26
Carnegie Investment Counsel
Ohio
$258K -$69.2K -5,340 -21%
TIM
27
Total Investment Management
Arizona
$231K +$227K +17,511 New
CCA
28
Cobblestone Capital Advisors
New York
$226K +$1.98K +153 +0.9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$213K -$106K -8,136 -33%
HB
30
Homrich & Berg
Georgia
$201K +$198K +15,234 New
Wells Fargo
31
Wells Fargo
California
$166K
SWP
32
Stratos Wealth Partners
Ohio
$126K +$124K +9,537 New
Morgan Stanley
33
Morgan Stanley
New York
$110K
Bank of America
34
Bank of America
North Carolina
$70K -$22.6K -1,743 -25%
UBS Group
35
UBS Group
Switzerland
$70K
EWM
36
Edge Wealth Management
New York
$43K
GWS
37
Glassman Wealth Services
Virginia
$34K
SSB
38
Sandy Spring Bank
Maryland
$32K
LF
39
Lee Financial
Texas
$32K +$31.7K +2,445 New
GAM
40
Gemmer Asset Management
California
$29K
S
41
SignatureFD
Georgia
$29K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$27K +$3.46K +267 +15%
AA
43
Ancora Advisors
Ohio
$22K +$21.4K +1,650 New
SBL
44
Sargent Bickham Lagudis
Colorado
$20K
LWA
45
Lenox Wealth Advisors
New York
$20K +$19.6K +1,512 New
PMFA
46
Plante Moran Financial Advisors
Michigan
$17K +$78 +6 +0.5%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$16.3K
FANJ
48
Financial Architects (New Jersey)
New Jersey
$10K -$117 -9 -1%
IA
49
IFP Advisors
Florida
$5K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.89K +300 New