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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Parallel Advisors
California
$50K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$37K – – –
S
53
SignatureFD
Georgia
$32K +$11.5K +897 +41%
NFG
54
Next Financial Group
Texas
$31K -$40K -3,117 -51%
VCM
55
Versant Capital Management
Arizona
$30K +$4.55K +354 +14%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$27K +$193 +15 +0.6%
GWS
57
Glassman Wealth Services
Virginia
$26K – – –
LF
58
Lee Financial
Texas
$25K – – –
SSB
59
Sandy Spring Bank
Maryland
$25K – – –
BWM
60
Baystate Wealth Management
Massachusetts
$25K +$231 +18 +0.7%
AA
61
Ancora Advisors
Ohio
$24K +$39 +3 +0.1%
EWM
62
Edge Wealth Management
New York
$20K – – –
QCG
63
Quadrant Capital Group
Ohio
$19K -$137K -10,686 -85%
BMM
64
Berkshire Money Management
Massachusetts
$15K +$18.6K +1,446 New
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$13K – – –
JPLA
66
Joseph P. Lucia & Associates
New York
$8K – – –
IA
67
IFP Advisors
Florida
$4K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
FRA
69
Front Row Advisors
California
$1K – – –
MWP
70
MYCIO Wealth Partners
Pennsylvania
– -$377K -26,817 Closed
MWM
71
Madison Wealth Management
Ohio
– -$255K -18,126 Closed
PMFA
72
Plante Moran Financial Advisors
Michigan
– -$19K -1,317 Closed
IFWM
73
Institute for Wealth Management
Colorado
– -$8K -540 Closed
LC
74
Lindbrook Capital
California
– -$7K -468 Closed
SAM
75
S.A. Mason
Michigan
– -$3K -228 Closed