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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
51
Red Tortoise LLC
Georgia
$1.2M +$4.5K +181 +0.4%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$28K +1,126 +3%
QCG
53
Quadrant Capital Group
Ohio
$1.13M
SWM
54
SeaCrest Wealth Management
New York
$1.12M +$17.9K +722 +2%
Creative Planning
55
Creative Planning
Kansas
$1.11M -$1.64K -66 -0.2%
GA
56
GSG Advisors
New Jersey
$1.1M +$3.33K +134 +0.3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.07M +$381K +15,350 +59%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.02M -$548K -22,066 -36%
HWM
59
HB Wealth Management
Georgia
$975K
RWA
60
Redhawk Wealth Advisors
Minnesota
$903K +$3.7K +149 +0.4%
CW
61
Channel Wealth
California
$901K +$96K +3,866 +12%
MIA
62
Milestone Investment Advisors
Wisconsin
$897K -$62.7K -2,523 -7%
EWA
63
Exencial Wealth Advisors
Oklahoma
$886K -$38K -1,528 -4%
MWM
64
MorganRosel Wealth Management
Colorado
$797K +$9.64K +388 +1%
CAM
65
Cozad Asset Management
Illinois
$753K +$6.09K +245 +0.8%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$728K +$103K +4,157 +17%
SWA
67
SFMG Wealth Advisors
Texas
$721K
BAM
68
Bellevue Asset Management
Washington
$719K -$15.3K -615 -2%
MG
69
Mather Group
Illinois
$633K
AC
70
Avant Capital
Louisiana
$628K +$51.4K +2,071 +9%
WRPWM
71
Werba Rubin Papier Wealth Management
California
$624K +$191K +7,679 +46%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$617K +$720 +29 +0.1%
EWP
73
Elevation Wealth Partners
California
$609K -$30.4K -1,224 -5%
LGWM
74
Litman Gregory Wealth Management
California
$580K
CPIG
75
Chicago Partners Investment Group
Illinois
$577K