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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
26
Valley National Advisers
Pennsylvania
$713K
SWM
27
SeaCrest Wealth Management
New York
$647K -$32.9K -2,433 -5%
3C
28
361 Capital
Colorado
$611K +$113K +8,382 +24%
SFG
29
SNS Financial Group
Minnesota
$562K
LPL Financial
30
LPL Financial
California
$561K +$16.4K +1,212 +3%
BDF
31
Balasa Dinverno & Foltz
$546K -$13.7K -1,017 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$517K -$100K -7,434 -17%
WFA
33
Wade Financial Advisory
California
$475K +$457K +33,837 New
AF
34
Advisornet Financial
Minnesota
$418K +$4.25K +315 +1%
CFA
35
Carroll Financial Associates
North Carolina
$398K
MWP
36
MYCIO Wealth Partners
Pennsylvania
$377K
CCA
37
Cobblestone Capital Advisors
New York
$359K -$14.5K -1,071 -4%
CFO
38
CVA Family Office
Colorado
$334K +$321K +23,802 New
EWM
39
Empirical Wealth Management
Washington
$328K +$4.25K +315 +1%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$293K -$14.7K -1,086 -5%
MWM
41
MorganRosel Wealth Management
Colorado
$290K +$279K +20,628 New
MWM
42
Madison Wealth Management
Ohio
$255K +$245K +18,126 New
Morgan Stanley
43
Morgan Stanley
New York
$200K -$462K -34,242 -71%
QCG
44
Quadrant Capital Group
Ohio
$176K +$123K +9,081 +257%
Wells Fargo
45
Wells Fargo
California
$104K -$1.74K -129 -2%
NFG
46
Next Financial Group
Texas
$86K +$284 +21 +0.3%
Bank of America
47
Bank of America
North Carolina
$80K -$1.62K -120 -2%
PA
48
Parallel Advisors
California
$70K +$26.3K +1,950 +65%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$51K
AG
50
Advisor Group
Arizona
$42K -$31.4K -2,328 -44%