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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empirical Wealth Management
51
Empirical Wealth Management
Washington
$255K – – –
AA
52
Apriem Advisors
California
$236K – – –
Stratos Wealth Partners
53
Stratos Wealth Partners
Ohio
$233K – – –
Bank of America
54
Bank of America
North Carolina
$212K -$4.91K -303 -2%
UBS Group
55
UBS Group
Switzerland
$198K -$8.32K -513 -4%
Steward Partners Investment Advisory
56
Steward Partners Investment Advisory
New York
$172K +$163K +10,053 New
Wells Fargo
57
Wells Fargo
California
$124K +$6.81K +420 +6%
CWM
58
Cedar Wealth Management
California
$121K – – –
FCM
59
Firestone Capital Management
Florida
$88K – – –
HFA
60
Hoover Financial Advisors
Pennsylvania
$51K – – –
Parallel Advisors
61
Parallel Advisors
California
$51K – – –
GWS
62
Glassman Wealth Services
Virginia
$44K – – –
LF
63
Lee Financial
Texas
$42K – – –
BWM
64
Baystate Wealth Management
Massachusetts
$42K +$146 +9 +0.4%
VCM
65
Versant Capital Management
Arizona
$42K +$146 +9 +0.4%
SSB
66
Sandy Spring Bank
Maryland
$41K – – –
Ancora Advisors
67
Ancora Advisors
Ohio
$40K – – –
SignatureFD
68
SignatureFD
Georgia
$38K +$195 +12 +0.5%
NFG
69
Next Financial Group
Texas
$28K – – –
CWAF
70
Core Wealth Advisors (Florida)
Florida
$27K – – –
AL
71
ADE LLC
Maryland
$24K -$1.55M -95,679 -99%
MassMutual Private Wealth & Trust
72
MassMutual Private Wealth & Trust
Connecticut
$21K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$20K – – –
JPLA
74
Joseph P. Lucia & Associates
New York
$13K – – –
IFP Advisors
75
IFP Advisors
Florida
$7K – – –