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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
$327K -$46.3K -2,550 -12%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$307K -$69.9K -3,852 -17%
MWM
53
Madison Wealth Management
Ohio
$303K
OBWG
54
Onyx Bridge Wealth Group
New York
$299K +$314K +17,316 New
CIAS
55
Capital Investment Advisory Services
North Carolina
$284K +$4.25K +234 +1%
EWM
56
Empirical Wealth Management
Washington
$277K
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$252K +$63.2K +3,480 +30%
GRP
58
Global Retirement Partners
California
$247K
Lido Advisors
59
Lido Advisors
California
$235K +$1.31K +72 +0.5%
TRCT
60
Tower Research Capital (TRC)
New York
$235K +$67.7K +3,732 +36%
SFG
61
SNS Financial Group
Minnesota
$229K
RWA
62
Redhawk Wealth Advisors
Minnesota
$226K
TIM
63
Total Investment Management
Arizona
$223K -$163K -8,955 -40%
KCM
64
Kendall Capital Management
Maryland
$223K -$29.9K -1,650 -11%
AA
65
Apriem Advisors
California
$212K -$20.4K -1,125 -8%
AC
66
Avant Capital
Louisiana
$209K +$980 +54 +0.4%
SWP
67
Stratos Wealth Partners
Ohio
$204K
CA
68
Crewe Advisors
Utah
$198K
JIR
69
James Investment Research
Ohio
$148K +$146K +8,037 +1,000%
Wells Fargo
70
Wells Fargo
California
$122K -$54 -3 -0%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$79K +$1.85K +102 +2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$57K +$61.4K +3,384 New
AF
73
Allworth Financial
California
$46K
Citigroup
74
Citigroup
New York
$44K +$47.2K +2,601 New
BWM
75
Baystate Wealth Management
Massachusetts
$42K +$272 +15 +0.6%