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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
76
Lee Financial
Texas
$41K – – –
CWM
77
Cedar Wealth Management
California
$37K -$20.5K -1,131 -34%
S
78
SignatureFD
Georgia
$37K – – –
AA
79
Ancora Advisors
Ohio
$34K +$109 +6 +0.3%
SSB
80
Sandy Spring Bank
Maryland
$30K -$10.9K -600 -25%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$28K – – –
KA
82
Kozak & Associates
Colorado
$27K +$272 +15 +0.9%
PA
83
Parallel Advisors
California
$25K -$27.2K -1,500 -50%
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$25K +$1.14K +63 +4%
CWAF
85
Core Wealth Advisors (Florida)
Florida
$19K – – –
DWA
86
Dougherty Wealth Advisers
Minnesota
$19K – – –
PK
87
Pflug Koory
Nebraska
$11K +$12K +660 New
SWM
88
Spire Wealth Management
Virginia
$9K -$321K -17,676 -97%
IA
89
IFP Advisors
Florida
$8K – – –
JPLA
90
Joseph P. Lucia & Associates
New York
$8K – – –
TWA
91
TCI Wealth Advisors
Arizona
$3K +$54 +3 +2%
FHA
92
First Horizon Advisors
Tennessee
$3K +$2.83K +156 New
RDIA
93
RE Dickinson Investment Advisors
Iowa
$2K – – –
HI
94
Harbour Investments
Wisconsin
$2K +$2.34K +129 New
FRA
95
Front Row Advisors
California
$1K – – –
TF
96
Trek Financial
Arizona
– -$5.46M -283,698 Closed
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
– -$204K -10,605 Closed
RK
98
Rather & Kittrell
Tennessee
– -$203K -10,590 Closed
WTA
99
Washington Trust Advisors
Massachusetts
– -$102K -5,289 Closed
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
– -$65.6K -3,408 Closed