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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNC
26
First National Corp
Massachusetts
$492K +$65.9K +5,706 +16%
Osaic Holdings
27
Osaic Holdings
Arizona
$481K -$798K -69,069 -63%
SWA
28
SFMG Wealth Advisors
Texas
$472K -$199K -17,217 -31%
3C
29
361 Capital
Colorado
$464K +$82.6K +7,155 +23%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$463K +$59K +5,106 +15%
WFA
31
Wade Financial Advisory
California
$409K
SCM
32
SOL Capital Management
Maryland
$404K -$208K -18,000 -35%
CAM
33
Cozad Asset Management
Illinois
$367K +$351K +30,399 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$365K +$61.4K +5,319 +21%
AF
35
Advisornet Financial
Minnesota
$364K +$2.08K +180 +0.6%
VNA
36
Valley National Advisers
Pennsylvania
$344K -$215K -18,624 -40%
CCA
37
Cobblestone Capital Advisors
New York
$326K +$5.82K +504 +2%
MWM
38
MorganRosel Wealth Management
Colorado
$316K +$46.2K +3,996 +18%
Morgan Stanley
39
Morgan Stanley
New York
$274K -$72.7K -6,291 -22%
CFA
40
Carroll Financial Associates
North Carolina
$273K -$66.3K -5,742 -20%
CFO
41
CVA Family Office
Colorado
$243K -$2.81K -243 -1%
LPL Financial
42
LPL Financial
California
$222K -$27.5K -2,382 -11%
MWM
43
Madison Wealth Management
Ohio
$219K +$209K +18,126 New
SFG
44
SNS Financial Group
Minnesota
$217K -$70.7K -6,123 -25%
Bank of America
45
Bank of America
North Carolina
$154K -$7.38K -639 -5%
UBS Group
46
UBS Group
Switzerland
$146K
CWM
47
Cedar Wealth Management
California
$85K -$242K -20,925 -75%
Wells Fargo
48
Wells Fargo
California
$83K -$1.18K -102 -1%
PIMG
49
Patriot Investment Management Group
Tennessee
$71.6K +$68.4K +5,922 New
FCM
50
Firestone Capital Management
Florida
$62K