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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
$2.48M -$1.96K -75 -0.1%
FCM
27
Family Capital Management
Michigan
$2.46M +$950K +36,377 +65%
MCM
28
MAI Capital Management
Ohio
$2.36M +$831K +31,824 +56%
CWM
29
Centurion Wealth Management
Virginia
$2.34M +$52.5K +2,009 +2%
Ameriprise
30
Ameriprise
Minnesota
$2.32M -$4.71M -180,376 -67%
RDWM
31
Red Door Wealth Management
Tennessee
$2.3M +$26 +1 +0%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.23M -$3.79K -145 -0.2%
CGL
33
Clarius Group LLC
Washington
$2.23M -$61.9K -2,370 -3%
KFS
34
Kaizen Financial Strategies
California
$2.18M -$88.8K -3,400 -4%
WANY
35
Wealthspire Advisors (New York)
New York
$2.09M +$210K +8,034 +11%
YWM
36
Yoder Wealth Management
California
$1.93M -$11K -420 -0.6%
TAM
37
Townsend Asset Management
North Carolina
$1.82M +$2.25K +86 +0.1%
FG
38
Foster Group
Iowa
$1.79M +$7.84K +300 +0.4%
NHC
39
Nicholas Hoffman & Company
Georgia
$1.78M +$270K +10,328 +18%
Goldman Sachs
40
Goldman Sachs
New York
$1.7M -$10.8M -412,443 -87%
FFS
41
Founders Financial Securities
Maryland
$1.58M +$143K +5,477 +10%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.54M -$476K -18,236 -24%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.51M +$28.9K +1,107 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.47M +$1.02M +38,959 +238%
SWM
45
SeaCrest Wealth Management
New York
$1.45M +$267K +10,225 +24%
CCM
46
Coldstream Capital Management
Washington
$1.44M
CFG
47
Cornerstone Financial Group
Nebraska
$1.39M +$72K +2,758 +6%
BBHC
48
Brown Brothers Harriman & Co
New York
$1.36M
VAF
49
Values Added Financial
District of Columbia
$1.32M
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$26 +1 +0%