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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$753K +$3.46K +183 +0.5%
Osaic Holdings
52
Osaic Holdings
Arizona
$746K +$211K +11,145 +44%
RWA
53
Redhawk Wealth Advisors
Minnesota
$706K +$655K +34,650 New
CA
54
CGN Advisors
Kansas
$687K +$401K +21,216 +170%
Mariner
55
Mariner
Kansas
$665K +$618K +32,658 New
RPGK
56
Retirement Planning Group (Kansas)
Kansas
$663K -$18.1K -957 -3%
BAM
57
Bellevue Asset Management
Washington
$652K -$52.5K -2,778 -8%
Citadel Advisors
58
Citadel Advisors
Florida
$642K -$177K -9,366 -23%
Corient Private Wealth
59
Corient Private Wealth
Florida
$618K -$53.9K -2,847 -8%
CAM
60
Cozad Asset Management
Illinois
$614K +$36K +1,902 +7%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$606K +$265K +14,004 +89%
MG
62
Mather Group
Illinois
$575K -$11.3K -600 -2%
SWA
63
SFMG Wealth Advisors
Texas
$575K -$93.9K -4,965 -15%
EWA
64
Exencial Wealth Advisors
Oklahoma
$561K -$19K -1,005 -4%
Chevy Chase Trust
65
Chevy Chase Trust
Maryland
$547K -$25.6K -1,356 -5%
Lido Advisors
66
Lido Advisors
California
$464K +$1.87K +99 +0.4%
PWM
67
Perigon Wealth Management
California
$447K +$415K +21,954 New
VNA
68
Valley National Advisers
Pennsylvania
$441K -$33.8K -1,788 -8%
CIC
69
Carnegie Investment Counsel
Ohio
$400K
Prudential Financial
70
Prudential Financial
New Jersey
$398K +$36.4K +1,926 +11%
LGWM
71
Litman Gregory Wealth Management
California
$379K -$60.7K -3,210 -15%
SFMG
72
Sage Financial Management Group
Virginia
$368K -$16.5K -870 -5%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$353K +$328K +17,331 New
MA
74
Mezzasalma Advisors
New Jersey
$346K +$322K +17,001 New
CIAS
75
Capital Investment Advisory Services
North Carolina
$341K