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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Resonant Capital Advisors
Wisconsin
$1.86M
JP Morgan Chase
27
JP Morgan Chase
New York
$1.83M -$57.2K -2,739 -3%
MA
28
Mezzasalma Advisors
New Jersey
$1.82M +$1.37M +65,517 +385%
RJA
29
Raymond James & Associates
Florida
$1.78M +$28K +1,341 +2%
YWM
30
Yoder Wealth Management
California
$1.73M +$3.13K +150 +0.2%
Bank of America
31
Bank of America
North Carolina
$1.58M +$367K +17,547 +32%
WANY
32
Wealthspire Advisors (New York)
New York
$1.56M
FNC
33
First National Corp
Massachusetts
$1.51M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.45M +$117K +5,622 +9%
KFS
35
Kaizen Financial Strategies
California
$1.42M +$79.3K +3,795 +6%
FG
36
Foster Group
Iowa
$1.34M +$115K +5,502 +10%
CCM
37
Coldstream Capital Management
Washington
$1.27M +$7.71K +369 +0.6%
MCM
38
MAI Capital Management
Ohio
$1.24M +$379K +18,153 +48%
NHC
39
Nicholas Hoffman & Company
Georgia
$1.16M +$302K +14,442 +38%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.13M
CWC
41
Carolinas Wealth Consulting
North Carolina
$1.07M +$4.2K +201 +0.4%
WFA
42
Wade Financial Advisory
California
$1.05M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.03M +$616K +29,508 +170%
RTL
44
Red Tortoise LLC
Georgia
$1.01M +$3.38K +162 +0.4%
Osaic Holdings
45
Osaic Holdings
Arizona
$984K +$166K +7,929 +22%
QCG
46
Quadrant Capital Group
Ohio
$971K
Creative Planning
47
Creative Planning
Kansas
$914K +$81.1K +3,882 +10%
GA
48
GSG Advisors
New Jersey
$911K +$6.14K +294 +0.7%
MWM
49
MorganRosel Wealth Management
Colorado
$896K -$103K -4,911 -11%
SWM
50
SeaCrest Wealth Management
New York
$879K -$109K -5,223 -12%