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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$815K +$202K +6,856 +34%
CAM
77
Cozad Asset Management
Illinois
$758K
CPIG
78
Chicago Partners Investment Group
Illinois
$703K
MG
79
Mather Group
Illinois
$691K -$20.9K -710 -3%
EWP
80
Elevation Wealth Partners
California
$664K +$21.7K +737 +3%
IWC
81
Integrated Wealth Concepts
Massachusetts
$653K +$150K +5,082 +31%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$637K -$55.9K -1,895 -8%
WRPWM
83
Werba Rubin Papier Wealth Management
California
$631K +$1.77K +60 +0.3%
BWM
84
BCGM Wealth Management
Indiana
$611K +$26.2K +889 +5%
MWM
85
Modern Wealth Management
Kansas
$603K +$25.7K +871 +5%
BWS
86
BFI Wealth Solutions
Texas
$584K -$1.59K -54 -0.3%
Stifel Financial
87
Stifel Financial
Missouri
$582K +$1.18K +40 +0.2%
RPGK
88
Retirement Planning Group (Kansas)
Kansas
$572K
RWA
89
Redhawk Wealth Advisors
Minnesota
$567K +$2K +68 +0.4%
LA
90
LexAurum Advisors
Kansas
$563K +$545K +18,487 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$535K
IWS
92
Intentional Wealth Strategies
Colorado
$527K -$29.7K -1,007 -5%
TIM
93
Total Investment Management
Arizona
$499K +$1.5K +51 +0.3%
Nuveen
94
Nuveen
North Carolina
$465K +$450K +15,274 New
EWM
95
Empirical Wealth Management
Washington
$444K
KW
96
Keyvantage Wealth
Pennsylvania
$441K
SPIA
97
Steward Partners Investment Advisory
New York
$434K +$70.4K +2,388 +20%
MWM
98
Mission Wealth Management
California
$430K +$416K +14,104 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$410K -$305K -10,334 -43%
DT
100
Diversified Trust
Tennessee
$409K +$396K +13,440 New