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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$2.41M -$79.6K -3,205 -3%
FNC
27
First National Corp
Massachusetts
$2.24M +$42.3K +1,702 +2%
RDWM
28
Red Door Wealth Management
Tennessee
$2.23M
CGL
29
Clarius Group LLC
Washington
$2.22M -$78.4K -3,154 -4%
CWM
30
Centurion Wealth Management
Virginia
$2.21M +$2.14M +85,973 New
KFS
31
Kaizen Financial Strategies
California
$2.19M -$804K -32,352 -28%
JIR
32
James Investment Research
Ohio
$2.19M +$293K +11,793 +16%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.17M +$19.4K +781 +0.9%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$2.02M +$635K +25,574 +48%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.98M +$690K +27,766 +57%
YWM
36
Yoder Wealth Management
California
$1.88M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.87M +$1.8M +72,584 New
WANY
38
Wealthspire Advisors (New York)
New York
$1.82M
TAM
39
Townsend Asset Management
North Carolina
$1.76M -$1.53M -61,631 -47%
FG
40
Foster Group
Iowa
$1.73M +$48.8K +1,964 +3%
Mariner
41
Mariner
Kansas
$1.6M +$114K +4,583 +8%
MCM
42
MAI Capital Management
Ohio
$1.46M +$696 +28 +0%
NHC
43
Nicholas Hoffman & Company
Georgia
$1.46M +$192K +7,740 +16%
FCM
44
Family Capital Management
Michigan
$1.45M +$552K +22,213 +65%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.43M -$126K -5,079 -8%
CCM
46
Coldstream Capital Management
Washington
$1.39M
FFS
47
Founders Financial Securities
Maryland
$1.39M +$104K +4,200 +8%
BBHC
48
Brown Brothers Harriman & Co
New York
$1.32M
VAF
49
Values Added Financial
District of Columbia
$1.28M
CFG
50
Cornerstone Financial Group
Nebraska
$1.28M +$34.6K +1,394 +3%