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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$53K
BWM
77
Baystate Wealth Management
Massachusetts
$49K +$226 +12 +0.5%
LF
78
Lee Financial
Texas
$47K
SSB
79
Sandy Spring Bank
Maryland
$46K
AA
80
Ancora Advisors
Ohio
$45K +$113 +6 +0.3%
S
81
SignatureFD
Georgia
$43K +$56 +3 +0.1%
NFG
82
Next Financial Group
Texas
$33K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$32K +$113 +6 +0.4%
RA
84
Resolute Advisors
California
$32K +$113 +6 +0.4%
KA
85
Kozak & Associates
Colorado
$30K +$169 +9 +0.6%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$27K +$1.47K +78 +6%
CWAF
87
Core Wealth Advisors (Florida)
Florida
$22K
DWA
88
Dougherty Wealth Advisers
Minnesota
$22K
PWMG
89
Prestige Wealth Management Group
New Jersey
$19K +$18.4K +975 New
IA
90
IFP Advisors
Florida
$7K
TWA
91
TCI Wealth Advisors
Arizona
$3K +$2.83K +150 New
HI
92
Harbour Investments
Wisconsin
$2K +$56 +3 +2%
FRA
93
Front Row Advisors
California
$1K
BWA
94
Beam Wealth Advisors
Louisiana
-$539K -30,180 Closed
CFA
95
Carroll Financial Associates
North Carolina
-$298K -16,725 Closed
SCM
96
SOL Capital Management
Maryland
-$291K -16,311 Closed
FCM
97
Firestone Capital Management
Florida
-$93K -5,154 Closed
GWS
98
Glassman Wealth Services
Virginia
-$46K -2,550 Closed
AL
99
ADE LLC
Maryland
-$25K -1,398 Closed
VCM
100
Versant Capital Management
Arizona
-$19.2K -1,020 Closed