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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Parallel Advisors
California
$59K
AF
77
Allworth Financial
California
$53K
BWM
78
Baystate Wealth Management
Massachusetts
$49K +$171 +9 +0.4%
LF
79
Lee Financial
Texas
$47K
SSB
80
Sandy Spring Bank
Maryland
$46K
S
81
SignatureFD
Georgia
$43K +$171 +9 +0.4%
AA
82
Ancora Advisors
Ohio
$39K -$5.71K -300 -13%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$32K -$114 -6 -0.4%
KA
84
Kozak & Associates
Colorado
$30K
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$28K +$1.14K +60 +4%
CWAF
86
Core Wealth Advisors (Florida)
Florida
$22K
DWA
87
Dougherty Wealth Advisers
Minnesota
$22K
PWMG
88
Prestige Wealth Management Group
New Jersey
$15K -$3.71K -195 -20%
JIR
89
James Investment Research
Ohio
$15K +$15.3K +804 New
JPLA
90
Joseph P. Lucia & Associates
New York
$9K +$9.14K +480 New
IA
91
IFP Advisors
Florida
$8K +$2.29K +120 +32%
TWA
92
TCI Wealth Advisors
Arizona
$3K
RDIA
93
RE Dickinson Investment Advisors
Iowa
$2K +$1.77K +93 New
FRA
94
Front Row Advisors
California
$1K
JCIA
95
Jackson Creek Investment Advisors
Colorado
-$733K -37,905 Closed
TIM
96
Tevis Investment Management
Texas
-$324K -16,809 Closed
RA
97
Resolute Advisors
California
-$32K -1,656 Closed