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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$979K +$245K +10,842 +33%
EWA
52
Exencial Wealth Advisors
Oklahoma
$921K +$330K +14,625 +59%
MWM
53
MorganRosel Wealth Management
Colorado
$893K +$271 +12 +0%
HWM
54
HB Wealth Management
Georgia
$888K
CW
55
Channel Wealth
California
$885K +$183K +8,097 +27%
Osaic Holdings
56
Osaic Holdings
Arizona
$825K +$53K +2,349 +7%
RWA
57
Redhawk Wealth Advisors
Minnesota
$813K
CAM
58
Cozad Asset Management
Illinois
$801K +$203 +9 +0%
SA
59
Sanctuary Advisors
Indiana
$755K +$1.4M +62,019 +202%
EWP
60
Elevation Wealth Partners
California
$754K -$58.2K -2,580 -7%
BAM
61
Bellevue Asset Management
Washington
$748K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$741K +$489K +21,684 +219%
FTS
63
Fifth Third Securities
Ohio
$680K -$34.1K -1,512 -5%
SWA
64
SFMG Wealth Advisors
Texas
$657K -$4.94K -219 -0.8%
KCM
65
KM Capital Management
Texas
$609K +$108K +4,773 +23%
MG
66
Mather Group
Illinois
$577K -$22.1K -981 -4%
LGWM
67
Litman Gregory Wealth Management
California
$529K +$4.47K +198 +0.9%
CPIG
68
Chicago Partners Investment Group
Illinois
$517K +$995K +44,058 +200%
Prudential Financial
69
Prudential Financial
New Jersey
$460K +$51.7K +2,289 +13%
Chevy Chase Trust
70
Chevy Chase Trust
Maryland
$452K -$113K -4,989 -21%
RPGK
71
Retirement Planning Group (Kansas)
Kansas
$447K -$265K -11,757 -38%
Vanguard Capital Wealth Advisors
72
Vanguard Capital Wealth Advisors
Colorado
$438K +$185K +8,205 +78%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$430K +$148K +6,570 +56%
CIC
74
Carnegie Investment Counsel
Ohio
$421K -$27.8K -1,230 -6%
SFMG
75
Sage Financial Management Group
Virginia
$411K +$396K +17,535 New