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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$127K
SAM
77
S.A. Mason
Michigan
$115K +$114K +6,540 New
PIMG
78
Patriot Investment Management Group
Tennessee
$106K +$99.1K +5,685 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$68.4K +$68K +3,900 New
SJIA
80
St. James Investment Advisors
New York
$54.9K -$184K -10,563 -77%
BWM
81
Baystate Wealth Management
Massachusetts
$45K +$209 +12 +0.5%
LF
82
Lee Financial
Texas
$42.9K
S
83
SignatureFD
Georgia
$39.1K +$105 +6 +0.3%
AA
84
Ancora Advisors
Ohio
$36K +$52 +3 +0.1%
SSB
85
Sandy Spring Bank
Maryland
$31.6K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$29.3K
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$28K +$1.15K +66 +4%
PA
88
Parallel Advisors
California
$26.3K
PK
89
Pflug Koory
Nebraska
$26K +$1.52K +87 +6%
KM
90
Kalos Management
Georgia
$20.9K +$20.8K +1,191 New
DWA
91
Dougherty Wealth Advisers
Minnesota
$20K
CWAF
92
Core Wealth Advisors (Florida)
Florida
$19.7K
PWMA
93
Pension & Wealth Management Advisors
Massachusetts
$16.5K +$16.3K +936 New
AF
94
Allworth Financial
California
$15.8K
US Bancorp
95
US Bancorp
Minnesota
$12.4K +$12.3K +705 New
SWM
96
Spire Wealth Management
Virginia
$10K +$9.63K +552 New
MCC
97
Money Concepts Capital
Florida
$8.42K +$8.37K +480 New
ASN
98
Advisory Services Network
Georgia
$5.63K +$5.6K +321 New
IA
99
IFP Advisors
Florida
$5K -$3.14K -180 -36%
FHA
100
First Horizon Advisors
Tennessee
$2.74K