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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$558K +$108K +8,436 +18%
SCM
27
SOL Capital Management
Maryland
$526K -$14.8K -1,155 -2%
FNC
28
First National Corp
Massachusetts
$488K +$450K +35,004 New
VNA
29
Valley National Advisers
Pennsylvania
$482K -$47.3K -3,681 -7%
BDF
30
Balasa Dinverno & Foltz
$442K +$8.48K +660 +3%
CWC
31
Carolinas Wealth Consulting
North Carolina
$430K +$540K +42,051 New
WFA
32
Wade Financial Advisory
California
$346K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$340K +$427K +33,249 New
3C
34
361 Capital
Colorado
$319K -$158K -12,306 -28%
AF
35
Advisornet Financial
Minnesota
$307K +$2.73K +213 +0.7%
Morgan Stanley
36
Morgan Stanley
New York
$296K +$189K +14,748 +104%
CFA
37
Carroll Financial Associates
North Carolina
$290K
CWM
38
Cedar Wealth Management
California
$286K +$360K +27,993 New
Osaic Holdings
39
Osaic Holdings
Arizona
$279K +$1.4M +108,885 New
CCA
40
Cobblestone Capital Advisors
New York
$271K +$11.1K +864 +3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$255K -$153K -11,913 -32%
SFG
42
SNS Financial Group
Minnesota
$246K -$205K -15,957 -40%
EWM
43
Empirical Wealth Management
Washington
$239K +$39 +3 +0%
MWM
44
MorganRosel Wealth Management
Colorado
$227K +$19.7K +1,536 +7%
LPL Financial
45
LPL Financial
California
$212K -$246K -19,191 -48%
CFO
46
CVA Family Office
Colorado
$208K -$44.5K -3,462 -15%
Bank of America
47
Bank of America
North Carolina
$137K +$98.4K +7,665 +134%
UBS Group
48
UBS Group
Switzerland
$124K -$884K -68,868 -85%
Wells Fargo
49
Wells Fargo
California
$72K -$5.36K -417 -6%
FCM
50
Firestone Capital Management
Florida
$53K +$66.2K +5,154 New