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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
MYCIO Wealth Partners
Pennsylvania
$346K
LPL Financial
27
LPL Financial
California
$335K -$98.7K -8,061 -21%
AF
28
Advisornet Financial
Minnesota
$327K +$1.69K +138 +0.5%
AG
29
Advisor Group
Arizona
$316K -$29.9K -2,439 -8%
3C
30
361 Capital
Colorado
$298K -$50K -4,086 -13%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$227K +$6.94K +567 +3%
TIM
32
Total Investment Management
Arizona
$215K +$992 +81 +0.5%
CCA
33
Cobblestone Capital Advisors
New York
$210K +$20K +1,635 +10%
ACP
34
Aviance Capital Partners
Florida
$202K +$222K +18,099 New
QCG
35
Quadrant Capital Group
Ohio
$157K +$174K +14,202 New
Wells Fargo
36
Wells Fargo
California
$141K
FNC
37
First National Corp
Massachusetts
$97K +$106K +8,661 New
OIA
38
OneDigital Investment Advisors
Kansas
$69K +$75.7K +6,183 New
NFG
39
Next Financial Group
Texas
$64K +$70.2K +5,736 New
Morgan Stanley
40
Morgan Stanley
New York
$55K -$41.4K -3,384 -41%
Bank of America
41
Bank of America
North Carolina
$54K -$5.18K -423 -8%
TWA
42
TCI Wealth Advisors
Arizona
$54K +$59.4K +4,851 New
EWM
43
Edge Wealth Management
New York
$36K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$35K +$14K +1,143 +55%
S
45
SignatureFD
Georgia
$34K +$11K +900 +42%
GWS
46
Glassman Wealth Services
Virginia
$28K
LF
47
Lee Financial
Texas
$27K
SSB
48
Sandy Spring Bank
Maryland
$27K
LWA
49
Lenox Wealth Advisors
New York
$17K
SBL
50
Sargent Bickham Lagudis
Colorado
$17K