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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
$768K -$51.4K -2,862 -6%
HCIA
27
Hochman Cole Investment Advisors
Illinois
$768K -$19.1K -1,065 -2%
MWM
28
MorganRosel Wealth Management
Colorado
$767K +$25.1K +1,398 +3%
BDF
29
Balasa Dinverno & Foltz
$728K -$5.77K -321 -2%
SFMG
30
Sage Financial Management Group
Virginia
$715K
CIAS
31
CFS Investment Advisory Services
New Jersey
$715K +$708K +39,435 New
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$703K -$38.7K -2,157 -5%
Morgan Stanley
33
Morgan Stanley
New York
$697K -$647 -36 -0.1%
CFO
34
CVA Family Office
Colorado
$696K +$207K +11,535 +43%
HB
35
Homrich & Berg
Georgia
$686K
MG
36
Mather Group
Illinois
$683K -$124K -6,915 -16%
FG
37
Foster Group
Iowa
$628K +$2.42K +135 +0.4%
SWA
38
SFMG Wealth Advisors
Texas
$619K
WFA
39
Wade Financial Advisory
California
$613K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$586K -$1.35M -75,060 -70%
AF
41
Advisornet Financial
Minnesota
$558K -$24.7K -1,377 -4%
CAM
42
Cozad Asset Management
Illinois
$551K
BWA
43
Beam Wealth Advisors
Louisiana
$541K +$45.4K +2,529 +9%
FNC
44
First National Corp
Massachusetts
$492K +$253K +14,091 +53%
VNA
45
Valley National Advisers
Pennsylvania
$470K
MSFS
46
Main Street Financial Solutions
Pennsylvania
$452K
TIM
47
Total Investment Management
Arizona
$373K +$370K +20,571 New
MWM
48
Madison Wealth Management
Ohio
$329K
TRCT
49
Tower Research Capital (TRC)
New York
$320K +$317K +17,649 New
SCM
50
SOL Capital Management
Maryland
$307K -$10.8K -600 -3%