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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
BIP Wealth
Georgia
$1.45M +$1.41M +47,675 New
Creative Planning
52
Creative Planning
Kansas
$1.45M -$171K -5,791 -11%
CFG
53
Cornerstone Financial Group
Nebraska
$1.41M -$33.2K -1,125 -2%
AQR Capital Management
54
AQR Capital Management
Connecticut
$1.38M -$108K -3,669 -8%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.34M -$1.79M -60,648 -58%
QCG
56
Quadrant Capital Group
Ohio
$1.34M
HI
57
Harbour Investments
Wisconsin
$1.34M +$50.2K +1,703 +4%
CIC
58
Carnegie Investment Counsel
Ohio
$1.3M +$6.34K +215 +0.5%
CCM
59
Coldstream Capital Management
Washington
$1.26M -$247K -8,369 -17%
HWM
60
HB Wealth Management
Georgia
$1.21M
GA
61
GSG Advisors
New Jersey
$1.2M -$107K -3,634 -8%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.19M +$442 +15 +0%
JP Morgan Chase
63
JP Morgan Chase
New York
$1.16M +$219K +7,413 +24%
CW
64
Channel Wealth
California
$1.15M +$73.5K +2,491 +7%
SC
65
Savant Capital
Illinois
$1.13M +$1.09M +36,876 New
MW
66
Marble Wealth
Alabama
$993K +$10.7K +363 +1%
SA
67
Sovran Advisors
California
$932K +$423K +14,340 +92%
MIA
68
Milestone Investment Advisors
Wisconsin
$923K -$6.61K -224 -0.7%
AC
69
Avant Capital
Louisiana
$898K +$15.3K +518 +2%
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$889K -$6.96K -236 -0.8%
Vanguard Capital Wealth Advisors
71
Vanguard Capital Wealth Advisors
Colorado
$881K +$263K +8,919 +45%
MWM
72
McCartney Wealth Management
Missouri
$872K +$1.45K +49 +0.2%
SWA
73
SFMG Wealth Advisors
Texas
$853K
BAM
74
Bellevue Asset Management
Washington
$846K +$619 +21 +0.1%
FFA
75
Farther Finance Advisors
California
$829K +$56.5K +1,915 +8%