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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$1.28M -$1.9K -105 -0.1%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.25M -$1.12M -61,659 -47%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.06M +$146K +8,037 +16%
WFA
29
Wade Financial Advisory
California
$1.04M -$761 -42 -0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1M +$48.3K +2,667 +5%
FG
31
Foster Group
Iowa
$955K +$76.8K +4,239 +9%
BBHC
32
Brown Brothers Harriman & Co
New York
$923K
RJA
33
Raymond James & Associates
Florida
$922K -$691K -38,145 -43%
CW
34
Channel Wealth
California
$905K +$909K +50,160 New
CWC
35
Carolinas Wealth Consulting
North Carolina
$858K +$4.13K +228 +0.5%
QCG
36
Quadrant Capital Group
Ohio
$853K
SWM
37
SeaCrest Wealth Management
New York
$829K -$61.3K -3,384 -7%
MWM
38
MorganRosel Wealth Management
Colorado
$819K -$11.4K -630 -1%
RTL
39
Red Tortoise LLC
Georgia
$816K +$870 +48 +0.1%
Prudential Financial
40
Prudential Financial
New Jersey
$803K +$147K +8,127 +22%
LPL Financial
41
LPL Financial
California
$801K +$19.3K +1,068 +2%
VCM
42
Vigilant Capital Management
Maine
$765K +$73.4K +4,050 +11%
MCM
43
MAI Capital Management
Ohio
$725K +$544 +30 +0.1%
TRCT
44
Tower Research Capital (TRC)
New York
$724K +$295K +16,296 +68%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$698K +$83.5K +4,608 +14%
HWM
46
HB Wealth Management
Georgia
$683K
BAM
47
Bellevue Asset Management
Washington
$633K
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$630K -$3.81K -210 -0.6%
AF
49
Advisornet Financial
Minnesota
$630K +$21.2K +1,170 +3%
Osaic Holdings
50
Osaic Holdings
Arizona
$601K +$69.3K +3,825 +13%