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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
26
Quadrant Capital Group
Ohio
$954K
CWC
27
Carolinas Wealth Consulting
North Carolina
$897K +$3.37K +177 +0.4%
RTL
28
Red Tortoise LLC
Georgia
$877K +$343 +18 +0%
FG
29
Foster Group
Iowa
$856K +$286K +15,045 +51%
MWM
30
MorganRosel Wealth Management
Colorado
$827K -$59.6K -3,129 -7%
Chevy Chase Trust
31
Chevy Chase Trust
Maryland
$825K -$98.2K -5,160 -11%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$809K +$363K +19,080 +83%
MCM
33
MAI Capital Management
Ohio
$771K +$628 +33 +0.1%
HWM
34
HB Wealth Management
Georgia
$738K +$9.2K +483 +1%
VCM
35
Vigilant Capital Management
Maine
$731K -$74.8K -3,930 -9%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$726K +$1.2K +63 +0.2%
WFA
37
Wade Financial Advisory
California
$685K +$33.5K +1,758 +5%
BAM
38
Bellevue Asset Management
Washington
$684K -$55.7K -2,925 -8%
SFMG
39
Sage Financial Management Group
Virginia
$679K +$23.4K +1,230 +4%
AF
40
Advisornet Financial
Minnesota
$646K +$52.7K +2,766 +9%
BDF
41
Balasa Dinverno & Foltz
$640K +$342K +17,964 +100%
SWA
42
SFMG Wealth Advisors
Texas
$639K
MG
43
Mather Group
Illinois
$627K -$30.3K -1,593 -5%
RJA
44
Raymond James & Associates
Florida
$594K +$588K +30,867 New
CAM
45
Cozad Asset Management
Illinois
$568K -$16.5K -867 -3%
VNA
46
Valley National Advisers
Pennsylvania
$489K +$10.7K +564 +2%
MSFS
47
Main Street Financial Solutions
Pennsylvania
$466K -$6.11K -321 -1%
TIM
48
Total Investment Management
Arizona
$429K +$1.2K +63 +0.3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$427K +$30.6K +1,605 +8%
SJIA
50
St. James Investment Advisors
New York
$425K +$33.1K +1,740 +9%