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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Almanack Investment Partners
Pennsylvania
$462K +$450K +36,870 New
3C
27
361 Capital
Colorado
$433K +$94.9K +7,773 +29%
MWP
28
MYCIO Wealth Partners
Pennsylvania
$388K
LPL Financial
29
LPL Financial
California
$386K +$9.37K +768 +3%
AF
30
Advisornet Financial
Minnesota
$368K +$769 +63 +0.2%
CCA
31
Cobblestone Capital Advisors
New York
$311K +$73.5K +6,021 +32%
MWM
32
Mission Wealth Management
California
$263K +$256K +21,000 New
Morgan Stanley
33
Morgan Stanley
New York
$260K +$193K +15,783 +319%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$225K -$928K -76,077 -81%
CIC
35
Carnegie Investment Counsel
Ohio
$211K +$205K +16,830 New
TIM
36
Total Investment Management
Arizona
$200K -$18.5K -1,515 -9%
UBS Group
37
UBS Group
Switzerland
$166K -$843K -69,123 -84%
Wells Fargo
38
Wells Fargo
California
$158K +$37 +3 +0%
AG
39
Advisor Group
Arizona
$141K -$209K -17,100 -60%
FNC
40
First National Corp
Massachusetts
$97K -$11.1K -912 -11%
OIA
41
OneDigital Investment Advisors
Kansas
$84K +$6.81K +558 +9%
GWA
42
Guidant Wealth Advisors
Illinois
$70K +$68.1K +5,580 New
Bank of America
43
Bank of America
North Carolina
$60K -$1.57K -129 -3%
QCG
44
Quadrant Capital Group
Ohio
$44K -$130K -10,662 -75%
GWS
45
Glassman Wealth Services
Virginia
$32K
LF
46
Lee Financial
Texas
$31K
SSB
47
Sandy Spring Bank
Maryland
$30K
S
48
SignatureFD
Georgia
$27K -$11K -900 -29%
EWM
49
Edge Wealth Management
New York
$24K -$16.1K -1,323 -41%
AP
50
Atwood & Palmer
Missouri
$18K +$17.6K +1,446 New