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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SJIA
51
St. James Investment Advisors
New York
$394K +$383K +20,352 New
MWM
52
Madison Wealth Management
Ohio
$351K
SWM
53
Spire Wealth Management
Virginia
$351K +$338K +17,958 +9,209%
TRCT
54
Tower Research Capital (TRC)
New York
$342K +$226 +12 +0.1%
CIAS
55
Capital Investment Advisory Services
North Carolina
$324K +$315K +16,725 New
TIM
56
Tevis Investment Management
Texas
$324K +$317K +16,809 New
KCM
57
Kendall Capital Management
Maryland
$290K
EWM
58
Empirical Wealth Management
Washington
$282K
SWP
59
Stratos Wealth Partners
Ohio
$273K +$8.47K +450 +3%
Lido Advisors
60
Lido Advisors
California
$269K +$263K +13,953 New
AA
61
Apriem Advisors
California
$267K
SFG
62
SNS Financial Group
Minnesota
$265K
RWA
63
Redhawk Wealth Advisors
Minnesota
$261K
AC
64
Avant Capital
Louisiana
$239K +$233K +12,366 New
CA
65
Crewe Advisors
Utah
$229K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$215K +$209K +11,124 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$209K -$57.5K -3,051 -22%
RK
68
Rather & Kittrell
Tennessee
$194K +$199K +10,590 New
Wells Fargo
69
Wells Fargo
California
$141K
WTA
70
Washington Trust Advisors
Massachusetts
$102K +$99.6K +5,289 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$89K
Bank of America
72
Bank of America
North Carolina
$86K
CWM
73
Cedar Wealth Management
California
$84K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$65.9K
PA
75
Parallel Advisors
California
$58K