We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Beacon Pointe Advisors
76
Beacon Pointe Advisors
California
$815K +$202K +6,856 +34%
CAM
77
Cozad Asset Management
Illinois
$758K – – –
Chicago Partners Investment Group
78
Chicago Partners Investment Group
Illinois
$703K – – –
Mather Group
79
Mather Group
Illinois
$691K -$20.9K -710 -3%
EWP
80
Elevation Wealth Partners
California
$664K +$21.7K +737 +3%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$637K -$55.9K -1,895 -8%
WRPWM
82
Werba Rubin Papier Wealth Management
California
$631K +$1.77K +60 +0.3%
BWM
83
BCGM Wealth Management
Indiana
$611K +$26.2K +889 +5%
Modern Wealth Management
84
Modern Wealth Management
Kansas
$603K +$25.7K +871 +5%
BWS
85
BFI Wealth Solutions
Texas
$584K -$1.59K -54 -0.3%
Stifel Financial
86
Stifel Financial
Missouri
$582K +$1.18K +40 +0.2%
RPGK
87
Retirement Planning Group (Kansas)
Kansas
$572K – – –
RWA
88
Redhawk Wealth Advisors
Minnesota
$567K +$2K +68 +0.4%
LA
89
LexAurum Advisors
Kansas
$563K +$545K +18,487 New
Integrated Wealth Concepts
90
Integrated Wealth Concepts
Massachusetts
$556K +$57K +1,931 +12%
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
Empirical Wealth Management
95
Empirical Wealth Management
Washington
$444K – – –
KW
96
Keyvantage Wealth
Pennsylvania
$441K – – –
Steward Partners Investment Advisory
97
Steward Partners Investment Advisory
New York
$434K +$70.4K +2,388 +20%
Mission Wealth Management
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%
Diversified Trust
100
Diversified Trust
Tennessee
$409K +$396K +13,440 New