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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Madison Wealth Management
Ohio
$285K
Lido Advisors
52
Lido Advisors
California
$278K +$63.4K +3,639 +26%
CIAS
53
Capital Investment Advisory Services
North Carolina
$266K
MSFS
54
Main Street Financial Solutions
Pennsylvania
$258K -$135K -7,773 -32%
GRP
55
Global Retirement Partners
California
$258K
EWM
56
Empirical Wealth Management
Washington
$229K -$34K -1,950 -12%
JIR
57
James Investment Research
Ohio
$225K +$95.6K +5,490 +62%
OBWG
58
Onyx Bridge Wealth Group
New York
$220K -$60.6K -3,483 -20%
SJIA
59
St. James Investment Advisors
New York
$215K -$102K -5,847 -30%
RWA
60
Redhawk Wealth Advisors
Minnesota
$212K
TIM
61
Total Investment Management
Arizona
$211K +$1.1K +63 +0.5%
KCM
62
Kendall Capital Management
Maryland
$209K
FTUS
63
Flow Traders U.S.
New York
$205K -$737K -42,297 -76%
CA
64
Crewe Advisors
Utah
$186K
Wells Fargo
65
Wells Fargo
California
$114K +$52 +3 +0%
CWM
66
Cedar Wealth Management
California
$85K +$56.6K +3,249 +148%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$77K +$2.87K +165 +3%
BWM
68
Baystate Wealth Management
Massachusetts
$40K +$261 +15 +0.6%
LF
69
Lee Financial
Texas
$38K
S
70
SignatureFD
Georgia
$35K
AA
71
Ancora Advisors
Ohio
$32K +$52 +3 +0.1%
SSB
72
Sandy Spring Bank
Maryland
$28K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$26K
PA
74
Parallel Advisors
California
$24K
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$24K +$1.1K +63 +4%