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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Carroll Financial Associates
North Carolina
$303K -$65.6K -3,651 -18%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$298K +$296K +16,464 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$283K +$281K +15,618 New
CIC
54
Carnegie Investment Counsel
Ohio
$280K +$5.66K +315 +2%
LPL Financial
55
LPL Financial
California
$276K +$3.67K +204 +1%
KCM
56
Kendall Capital Management
Maryland
$272K -$7.54K -420 -3%
EWM
57
Empirical Wealth Management
Washington
$270K
SFG
58
SNS Financial Group
Minnesota
$267K -$42.6K -2,370 -14%
AA
59
Apriem Advisors
California
$250K
SWP
60
Stratos Wealth Partners
Ohio
$247K
CA
61
Crewe Advisors
Utah
$215K +$213K +11,844 New
Bank of America
62
Bank of America
North Carolina
$137K -$87.9K -4,893 -39%
Wells Fargo
63
Wells Fargo
California
$131K +$54 +3 +0%
FCM
64
Firestone Capital Management
Florida
$93K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$84K +$83.5K +4,650 New
CWM
66
Cedar Wealth Management
California
$79K -$48.6K -2,706 -38%
PA
67
Parallel Advisors
California
$54K
HFA
68
Hoover Financial Advisors
Pennsylvania
$51K
AF
69
Allworth Financial
California
$50K +$49.3K +2,742 New
GWS
70
Glassman Wealth Services
Virginia
$46K
BWM
71
Baystate Wealth Management
Massachusetts
$45K +$162 +9 +0.4%
LF
72
Lee Financial
Texas
$44K
SSB
73
Sandy Spring Bank
Maryland
$44K
VCM
74
Versant Capital Management
Arizona
$44K +$162 +9 +0.4%
AA
75
Ancora Advisors
Ohio
$42K +$54 +3 +0.1%