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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
$502K +$23.7K +1,863 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$443K +$209K +16,434 +92%
3C
28
361 Capital
Colorado
$440K -$5.11K -402 -1%
MWP
29
MYCIO Wealth Partners
Pennsylvania
$400K
LPL Financial
30
LPL Financial
California
$397K
AF
31
Advisornet Financial
Minnesota
$379K
CFA
32
Carroll Financial Associates
North Carolina
$365K +$361K +28,377 New
EWM
33
Empirical Wealth Management
Washington
$336K +$331K +26,043 New
CCA
34
Cobblestone Capital Advisors
New York
$310K -$9.49K -747 -3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$276K -$360K -28,302 -57%
WP
36
WealthSource Partners
California
$222K +$219K +17,214 New
TIM
37
Total Investment Management
Arizona
$210K +$8.62K +678 +4%
Wells Fargo
38
Wells Fargo
California
$172K +$8.92K +702 +6%
AG
39
Advisor Group
Arizona
$161K +$15.2K +1,200 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$103K -$499K -39,258 -83%
OIA
41
OneDigital Investment Advisors
Kansas
$87K
NFG
42
Next Financial Group
Texas
$84K +$83.1K +6,543 New
Bank of America
43
Bank of America
North Carolina
$76K +$14.5K +1,140 +24%
GWA
44
Guidant Wealth Advisors
Illinois
$72K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$49K +$48.7K +3,834 New
S
46
SignatureFD
Georgia
$46K +$18.3K +1,440 +66%
QCG
47
Quadrant Capital Group
Ohio
$45K
PA
48
Parallel Advisors
California
$39K +$38.1K +3,000 New
GWS
49
Glassman Wealth Services
Virginia
$33K
LF
50
Lee Financial
Texas
$32K