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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
SFMG Wealth Advisors
Texas
$599K
Corient Private Wealth
52
Corient Private Wealth
Florida
$577K
Chevy Chase Trust
53
Chevy Chase Trust
Maryland
$559K -$28.3K -1,560 -5%
MG
54
Mather Group
Illinois
$550K
Bank of America
55
Bank of America
North Carolina
$549K +$107K +5,922 +24%
SFMG
56
Sage Financial Management Group
Virginia
$540K -$44.6K -2,463 -8%
JIR
57
James Investment Research
Ohio
$537K +$167K +9,204 +45%
CAM
58
Cozad Asset Management
Illinois
$519K -$20.1K -1,110 -4%
VNA
59
Valley National Advisers
Pennsylvania
$459K -$4.78K -264 -1%
Creative Planning
60
Creative Planning
Kansas
$427K +$435 +24 +0.1%
PA
61
PFG Advisors
Arizona
$357K
CIC
62
Carnegie Investment Counsel
Ohio
$356K -$19K -1,050 -5%
MWM
63
Madison Wealth Management
Ohio
$327K
QA
64
Quantitative Advantage
Minnesota
$326K +$327K +18,066 New
Lido Advisors
65
Lido Advisors
California
$323K +$1.58K +87 +0.5%
CIAS
66
Capital Investment Advisory Services
North Carolina
$302K -$4.24K -234 -1%
WRPWM
67
Werba Rubin Papier Wealth Management
California
$298K +$1.41K +78 +0.5%
AC
68
Avant Capital
Louisiana
$286K +$1.09K +60 +0.4%
EWM
69
Empirical Wealth Management
Washington
$263K
GRP
70
Global Retirement Partners
California
$263K
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$262K +$292K +16,134 New
HAS
72
HBW Advisory Services
California
$244K +$245K +13,548 New
TIM
73
Total Investment Management
Arizona
$244K +$978 +54 +0.4%
SFG
74
SNS Financial Group
Minnesota
$234K
KCM
75
Kendall Capital Management
Maryland
$230K