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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
26
Clarius Group LLC
Washington
$1.89M
RCA
27
Resonant Capital Advisors
Wisconsin
$1.84M -$15.4K -711 -0.8%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.77M -$184K -8,514 -10%
YWM
29
Yoder Wealth Management
California
$1.69M -$24K -1,110 -1%
FNC
30
First National Corp
Massachusetts
$1.59M -$37.2K -1,719 -2%
WANY
31
Wealthspire Advisors (New York)
New York
$1.55M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.52M +$78.7K +3,636 +6%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.49M -$322K -14,862 -18%
FG
34
Foster Group
Iowa
$1.37M +$49.6K +2,295 +4%
Goldman Sachs
35
Goldman Sachs
New York
$1.26M +$668K +30,879 +116%
CCM
36
Coldstream Capital Management
Washington
$1.26M +$4.28K +198 +0.3%
MIA
37
Milestone Investment Advisors
Wisconsin
$1.25M -$688K -31,800 -36%
MCM
38
MAI Capital Management
Ohio
$1.23M
NHC
39
Nicholas Hoffman & Company
Georgia
$1.17M +$16.8K +777 +1%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.12M
WFA
41
Wade Financial Advisory
California
$1.03M -$14.3K -663 -1%
RTL
42
Red Tortoise LLC
Georgia
$1M
CWC
43
Carolinas Wealth Consulting
North Carolina
$999K -$64.8K -2,997 -6%
QCG
44
Quadrant Capital Group
Ohio
$961K
Creative Planning
45
Creative Planning
Kansas
$947K +$42.4K +1,959 +5%
JIR
46
James Investment Research
Ohio
$938K +$100K +4,635 +12%
AF
47
Advisornet Financial
Minnesota
$916K +$67K +3,099 +8%
GA
48
GSG Advisors
New Jersey
$914K +$3.12K +144 +0.3%
SWM
49
SeaCrest Wealth Management
New York
$875K +$4.87K +225 +0.6%
MWM
50
MorganRosel Wealth Management
Colorado
$832K -$53.7K -2,484 -6%