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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
HB Wealth Management
Georgia
$828K
Mariner
52
Mariner
Kansas
$812K +$97.2K +4,494 +14%
EWP
53
Elevation Wealth Partners
California
$759K -$21K -972 -3%
RWA
54
Redhawk Wealth Advisors
Minnesota
$757K
CAM
55
Cozad Asset Management
Illinois
$746K +$51.1K +2,361 +7%
Osaic Holdings
56
Osaic Holdings
Arizona
$718K -$253K -11,700 -26%
Corient Private Wealth
57
Corient Private Wealth
Florida
$698K
BAM
58
Bellevue Asset Management
Washington
$697K
RPGK
59
Retirement Planning Group (Kansas)
Kansas
$673K -$454 -21 -0.1%
FTS
60
Fifth Third Securities
Ohio
$670K +$660K +30,513 New
SA
61
Sanctuary Advisors
Indiana
$653K +$663K +30,669 New
CW
62
Channel Wealth
California
$647K -$31.3K -1,446 -5%
SWA
63
SFMG Wealth Advisors
Texas
$617K
MG
64
Mather Group
Illinois
$565K -$57.8K -2,673 -9%
EWA
65
Exencial Wealth Advisors
Oklahoma
$539K -$57.8K -2,673 -10%
Chevy Chase Trust
66
Chevy Chase Trust
Maryland
$530K -$26K -1,203 -5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$502K +$179K +8,289 +57%
CPIG
68
Chicago Partners Investment Group
Illinois
$499K
LGWM
69
Litman Gregory Wealth Management
California
$488K +$79.2K +3,660 +20%
VNA
70
Valley National Advisers
Pennsylvania
$472K -$1.23K -57 -0.3%
KCM
71
KM Capital Management
Texas
$463K +$458K +21,186 New
CIC
72
Carnegie Investment Counsel
Ohio
$419K
GVAG
73
Great Valley Advisor Group
Delaware
$379K
Prudential Financial
74
Prudential Financial
New Jersey
$378K -$122K -5,640 -25%
CIAS
75
Capital Investment Advisory Services
North Carolina
$366K