We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$2.32M
CGL
27
Clarius Group LLC
Washington
$2.15M
RDWM
28
Red Door Wealth Management
Tennessee
$2.08M
FNC
29
First National Corp
Massachusetts
$2.04M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2M -$53.2K -2,341 -3%
JIR
31
James Investment Research
Ohio
$1.76M +$122K +5,373 +8%
YWM
32
Yoder Wealth Management
California
$1.75M -$3.41K -150 -0.2%
WANY
33
Wealthspire Advisors (New York)
New York
$1.7M
FG
34
Foster Group
Iowa
$1.56M +$93.4K +4,111 +7%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.48M +$140K +6,180 +11%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.46M -$358K -15,761 -21%
Mariner
37
Mariner
Kansas
$1.38M +$123K +5,400 +10%
MCM
38
MAI Capital Management
Ohio
$1.36M +$636 +28 +0%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.31M +$114K +5,015 +10%
CCM
40
Coldstream Capital Management
Washington
$1.3M
Jones Financial Companies
41
Jones Financial Companies
Missouri
$1.26M +$782K +34,406 +186%
BBHC
42
Brown Brothers Harriman & Co
New York
$1.23M
FFS
43
Founders Financial Securities
Maryland
$1.19M +$1.13M +49,823 New
VAF
44
Values Added Financial
District of Columbia
$1.19M
NHC
45
Nicholas Hoffman & Company
Georgia
$1.18M +$3.59K +158 +0.3%
Corient Private Wealth
46
Corient Private Wealth
Florida
$1.17M -$4.04K -178 -0.4%
CFG
47
Cornerstone Financial Group
Nebraska
$1.16M +$1.41K +62 +0.1%
RTL
48
Red Tortoise LLC
Georgia
$1.11M +$1.84K +81 +0.2%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.01M +44,412 New
QCG
50
Quadrant Capital Group
Ohio
$1.05M