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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
$628K
Corient Private Wealth
52
Corient Private Wealth
Florida
$624K +$55 +3 +0%
Bank of America
53
Bank of America
North Carolina
$617K +$39.8K +2,187 +7%
Osaic Holdings
54
Osaic Holdings
Arizona
$596K -$30.9K -1,701 -5%
Chevy Chase Trust
55
Chevy Chase Trust
Maryland
$554K -$30.7K -1,686 -5%
MG
56
Mather Group
Illinois
$546K -$30.1K -1,653 -5%
JIR
57
James Investment Research
Ohio
$537K -$25K -1,374 -5%
CAM
58
Cozad Asset Management
Illinois
$534K -$9.54K -525 -2%
Creative Planning
59
Creative Planning
Kansas
$534K +$83.4K +4,587 +19%
EWA
60
Exencial Wealth Advisors
Oklahoma
$523K +$503K +27,663 New
TRCT
61
Tower Research Capital (TRC)
New York
$480K -$268K -14,745 -37%
VNA
62
Valley National Advisers
Pennsylvania
$458K -$19K -1,044 -4%
Lido Advisors
63
Lido Advisors
California
$427K +$85.2K +4,686 +26%
LGWM
64
Litman Gregory Wealth Management
California
$413K +$397K +21,810 New
PA
65
PFG Advisors
Arizona
$374K
CIC
66
Carnegie Investment Counsel
Ohio
$372K -$1.09K -60 -0.3%
MWM
67
Madison Wealth Management
Ohio
$343K
Prudential Financial
68
Prudential Financial
New Jersey
$328K -$494K -27,165 -61%
CIAS
69
Capital Investment Advisory Services
North Carolina
$316K
WRPWM
70
Werba Rubin Papier Wealth Management
California
$313K +$1.47K +81 +0.5%
AC
71
Avant Capital
Louisiana
$301K +$1.09K +60 +0.4%
GRP
72
Global Retirement Partners
California
$279K
EWM
73
Empirical Wealth Management
Washington
$276K
NHC
74
Nicholas Hoffman & Company
Georgia
$266K +$256K +14,076 New
TIM
75
Total Investment Management
Arizona
$257K +$1.04K +57 +0.4%