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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
$857K +$38.3K +1,833 +5%
JIR
52
James Investment Research
Ohio
$846K -$6.33K -303 -0.8%
HWM
53
HB Wealth Management
Georgia
$836K
EWP
54
Elevation Wealth Partners
California
$788K -$454K -21,735 -38%
RWA
55
Redhawk Wealth Advisors
Minnesota
$765K
Mariner
56
Mariner
Kansas
$721K
BAM
57
Bellevue Asset Management
Washington
$704K -$2.51K -120 -0.4%
CAM
58
Cozad Asset Management
Illinois
$702K +$34K +1,626 +5%
CW
59
Channel Wealth
California
$686K -$238K -11,409 -27%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$681K -$36.2K -1,731 -5%
Corient Private Wealth
61
Corient Private Wealth
Florida
$678K
CA
62
CGN Advisors
Kansas
$651K -$89.1K -4,263 -13%
SWA
63
SFMG Wealth Advisors
Texas
$623K
EWA
64
Exencial Wealth Advisors
Oklahoma
$604K -$4.89K -234 -0.8%
Goldman Sachs
65
Goldman Sachs
New York
$590K +$558K +26,709 New
MG
66
Mather Group
Illinois
$575K
Chevy Chase Trust
67
Chevy Chase Trust
Maryland
$562K -$29.7K -1,422 -5%
Prudential Financial
68
Prudential Financial
New Jersey
$507K +$71.3K +3,414 +17%
Lido Advisors
69
Lido Advisors
California
$505K +$1.57K +75 +0.3%
PWM
70
Perigon Wealth Management
California
$485K
VNA
71
Valley National Advisers
Pennsylvania
$479K
CPIG
72
Chicago Partners Investment Group
Illinois
$470K +$460K +22,029 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$465K +$440K +21,048 New
CIC
74
Carnegie Investment Counsel
Ohio
$424K -$9.71K -465 -2%
LGWM
75
Litman Gregory Wealth Management
California
$413K +$1.63K +78 +0.4%