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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
$1.24M +$5.02K +192 +0.4%
Creative Planning
52
Creative Planning
Kansas
$1.24M +$87.9K +3,364 +8%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.21M +$108K +4,149 +10%
QCG
54
Quadrant Capital Group
Ohio
$1.17M
GA
55
GSG Advisors
New Jersey
$1.14M +$3.71K +142 +0.3%
VA
56
Valmark Advisers
Ohio
$1.07M +$657K +25,148 +168%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.01M -$36.2K -1,386 -4%
HWM
58
HB Wealth Management
Georgia
$1.01M
CW
59
Channel Wealth
California
$930K
MIA
60
Milestone Investment Advisors
Wisconsin
$870K -$55.4K -2,119 -6%
MW
61
Marble Wealth
Alabama
$838K +$824K +31,538 New
MWM
62
MorganRosel Wealth Management
Colorado
$836K +$12.9K +494 +2%
GJIA
63
Glass Jacobson Investment Advisors
Maryland
$768K +$16.8K +643 +2%
MWM
64
McCartney Wealth Management
Missouri
$759K +$746K +28,553 New
PWM
65
Perigon Wealth Management
California
$745K +$334K +12,789 +84%
EWA
66
Exencial Wealth Advisors
Oklahoma
$745K -$167K -6,379 -19%
AC
67
Avant Capital
Louisiana
$744K +$94.7K +3,626 +15%
SWA
68
SFMG Wealth Advisors
Texas
$744K
BAM
69
Bellevue Asset Management
Washington
$737K -$5.22K -200 -0.7%
CAM
70
Cozad Asset Management
Illinois
$685K -$90.4K -3,461 -12%
FFA
71
Farther Finance Advisors
California
$671K +$169K +6,460 +34%
MG
72
Mather Group
Illinois
$654K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$643K +$6.5K +249 +1%
CPIG
74
Chicago Partners Investment Group
Illinois
$608K
LGWM
75
Litman Gregory Wealth Management
California
$596K -$2.4K -92 -0.4%