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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
51
Carolinas Wealth Consulting
North Carolina
$1.03M -$31K -1,309 -3%
QCG
52
Quadrant Capital Group
Ohio
$1.01M
SWM
53
SeaCrest Wealth Management
New York
$982K +$1.42K +60 +0.1%
GA
54
GSG Advisors
New Jersey
$927K +$4.93K +208 +0.5%
MIA
55
Milestone Investment Advisors
Wisconsin
$890K -$311K -13,135 -25%
HWM
56
HB Wealth Management
Georgia
$871K
CW
57
Channel Wealth
California
$832K -$37.2K -1,570 -4%
EWA
58
Exencial Wealth Advisors
Oklahoma
$829K -$33K -1,395 -4%
RWA
59
Redhawk Wealth Advisors
Minnesota
$801K +$3.55K +150 +0.4%
BWM
60
BCGM Wealth Management
Indiana
$786K +$809K +34,146 New
MWM
61
MorganRosel Wealth Management
Colorado
$721K -$157K -6,631 -17%
SA
62
Sanctuary Advisors
Indiana
$717K +$3.17K +134 +0.4%
AF
63
Advisornet Financial
Minnesota
$690K -$296K -12,494 -29%
CAM
64
Cozad Asset Management
Illinois
$689K
BAM
65
Bellevue Asset Management
Washington
$657K -$59.2K -2,501 -8%
EWP
66
Elevation Wealth Partners
California
$657K -$78K -3,294 -10%
SWA
67
SFMG Wealth Advisors
Texas
$644K
MG
68
Mather Group
Illinois
$566K
KCM
69
KM Capital Management
Texas
$556K -$42.5K -1,795 -7%
LGWM
70
Litman Gregory Wealth Management
California
$519K -$37.1K -1,565 -6%
CPIG
71
Chicago Partners Investment Group
Illinois
$494K
AC
72
Avant Capital
Louisiana
$484K +$33.2K +1,404 +7%
Vanguard Capital Wealth Advisors
73
Vanguard Capital Wealth Advisors
Colorado
$477K +$22.5K +952 +5%
AAS
74
Avantax Advisory Services
Texas
$475K +$175K +7,378 +56%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$458K