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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$991K -$18.6K -783 -2%
AF
52
Advisornet Financial
Minnesota
$988K +$6.03K +253 +0.6%
GA
53
GSG Advisors
New Jersey
$980K +$3.45K +145 +0.3%
Creative Planning
54
Creative Planning
Kansas
$979K -$7.17K -301 -0.7%
MWM
55
MorganRosel Wealth Management
Colorado
$883K -$2.6K -109 -0.3%
HWM
56
HB Wealth Management
Georgia
$881K
CW
57
Channel Wealth
California
$877K
EWA
58
Exencial Wealth Advisors
Oklahoma
$871K -$43.7K -1,835 -5%
RWA
59
Redhawk Wealth Advisors
Minnesota
$806K
SA
60
Sanctuary Advisors
Indiana
$755K -$1.47M -61,643 -67%
EWP
61
Elevation Wealth Partners
California
$741K -$7K -294 -0.9%
BAM
62
Bellevue Asset Management
Washington
$722K -$19.4K -816 -3%
CAM
63
Cozad Asset Management
Illinois
$696K -$100K -4,219 -12%
SWA
64
SFMG Wealth Advisors
Texas
$651K
FTS
65
Fifth Third Securities
Ohio
$648K -$27.7K -1,161 -4%
KCM
66
KM Capital Management
Texas
$604K
MG
67
Mather Group
Illinois
$572K
LGWM
68
Litman Gregory Wealth Management
California
$561K +$37.3K +1,566 +7%
SA
69
Sovran Advisors
California
$531K +$541K +22,729 New
CPIG
70
Chicago Partners Investment Group
Illinois
$514K -$1.05M -44,058 -67%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$507K +$83.3K +3,496 +19%
Vanguard Capital Wealth Advisors
72
Vanguard Capital Wealth Advisors
Colorado
$460K +$25.8K +1,084 +6%
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$458K +$225K +9,467 +93%
AC
74
Avant Capital
Louisiana
$456K +$467K +19,622 New
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$448K