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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Parallel Advisors
51
Parallel Advisors
California
$59K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$44K – – –
HFA
53
Hoover Financial Advisors
Pennsylvania
$34K +$32.8K +2,838 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$32K -$277 -24 -0.9%
VCM
55
Versant Capital Management
Arizona
$31K -$3.92K -339 -11%
GWS
56
Glassman Wealth Services
Virginia
$31K – – –
LF
57
Lee Financial
Texas
$30K – – –
SSB
58
Sandy Spring Bank
Maryland
$29K – – –
Ancora Advisors
59
Ancora Advisors
Ohio
$29K +$69 +6 +0.3%
BWM
60
Baystate Wealth Management
Massachusetts
$29K +$139 +12 +0.5%
SignatureFD
61
SignatureFD
Georgia
$26K -$10.4K -900 -29%
MassMutual Private Wealth & Trust
62
MassMutual Private Wealth & Trust
Connecticut
$15K – – –
EWM
63
Edge Wealth Management
New York
$14K -$9.36K -810 -42%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$14K +$13.6K +1,176 +39,200%
JPLA
65
Joseph P. Lucia & Associates
New York
$9K – – –
IFP Advisors
66
IFP Advisors
Florida
$4K – – –
FRA
67
Front Row Advisors
California
$1K – – –
SIAS
68
Shine Investment Advisory Services
Colorado
$1K – – –
SSWM
69
Sheets Smith Wealth Management
North Carolina
– -$1.72M -167,574 Closed
Jane Street
70
Jane Street
New York
– -$1.14M -111,402 Closed
TPW
71
Tiller Private Wealth
Pennsylvania
– -$835K -81,570 Closed
Wealthspire Advisors (New York)
72
Wealthspire Advisors (New York)
New York
– -$725K -70,845 Closed
Empirical Wealth Management
73
Empirical Wealth Management
Washington
– -$239K -23,376 Closed
NFG
74
Next Financial Group
Texas
– -$31K -2,985 Closed
BMM
75
Berkshire Money Management
Massachusetts
– -$15K -1,446 Closed