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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
26
Jackson Creek Investment Advisors
Colorado
$635K +$67.7K +4,866 +13%
SWA
27
SFMG Wealth Advisors
Texas
$585K
HB
28
Homrich & Berg
Georgia
$567K -$161K -11,559 -23%
FNC
29
First National Corp
Massachusetts
$526K
WFA
30
Wade Financial Advisory
California
$506K
AF
31
Advisornet Financial
Minnesota
$480K +$2.34K +168 +0.5%
FG
32
Foster Group
Iowa
$480K +$449K +32,238 New
CAM
33
Cozad Asset Management
Illinois
$455K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$447K +$20.3K +1,461 +5%
CCA
35
Cobblestone Capital Advisors
New York
$426K -$5.51K -396 -1%
VNA
36
Valley National Advisers
Pennsylvania
$388K -$34.9K -2,508 -9%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$380K -$1.39M -99,657 -80%
TIM
38
Total Investment Management
Arizona
$306K +$1.09K +78 +0.4%
CFA
39
Carroll Financial Associates
North Carolina
$304K
CFO
40
CVA Family Office
Colorado
$301K +$209 +15 +0.1%
SCM
41
SOL Capital Management
Maryland
$298K -$1.67K -120 -0.6%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$280K +$261K +18,711 New
MWM
43
Madison Wealth Management
Ohio
$271K
SFG
44
SNS Financial Group
Minnesota
$256K -$12.1K -867 -5%
Morgan Stanley
45
Morgan Stanley
New York
$250K
LPL Financial
46
LPL Financial
California
$229K -$10.9K -786 -5%
CIC
47
Carnegie Investment Counsel
Ohio
$226K +$210K +15,105 New
EWM
48
Empirical Wealth Management
Washington
$223K +$208K +14,907 New
AA
49
Apriem Advisors
California
$207K +$192K +13,800 New
SWP
50
Stratos Wealth Partners
Ohio
$204K +$190K +13,644 New