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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$280K +$1.26K +69 +0.4%
KCM
52
Kendall Capital Management
Maryland
$268K
EWM
53
Empirical Wealth Management
Washington
$261K -$5.74K -315 -2%
CFO
54
CVA Family Office
Colorado
$256K -$333K -18,264 -48%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$247K -$48K -2,634 -16%
AA
56
Apriem Advisors
California
$246K
SFG
57
SNS Financial Group
Minnesota
$245K -$18.6K -1,020 -7%
SWP
58
Stratos Wealth Partners
Ohio
$244K
RWA
59
Redhawk Wealth Advisors
Minnesota
$241K +$246K +13,500 New
CA
60
Crewe Advisors
Utah
$211K
Wells Fargo
61
Wells Fargo
California
$129K
FCM
62
Firestone Capital Management
Florida
$93K
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$83K
Bank of America
64
Bank of America
North Carolina
$80K -$55.3K -3,036 -40%
CWM
65
Cedar Wealth Management
California
$78K
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$60.8K +$62K +3,408 New
PA
67
Parallel Advisors
California
$54K
AF
68
Allworth Financial
California
$49K
GWS
69
Glassman Wealth Services
Virginia
$46K
BWM
70
Baystate Wealth Management
Massachusetts
$45K +$218 +12 +0.5%
LF
71
Lee Financial
Texas
$44K
SSB
72
Sandy Spring Bank
Maryland
$43K
AA
73
Ancora Advisors
Ohio
$42K +$55 +3 +0.1%
S
74
SignatureFD
Georgia
$40K
KA
75
Kozak & Associates
Colorado
$31K +$29.4K +1,617 New