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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
76
Werba Rubin Papier Wealth Management
California
$338K
ZIMP
77
Zimmermann Investment Management & Planning
Pennsylvania
$310K +$287K +15,198 New
GVAG
78
Great Valley Advisor Group
Delaware
$307K +$285K +15,084 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$304K +$38K +2,007 +16%
EWM
80
Empirical Wealth Management
Washington
$297K -$170 -9 -0.1%
GRP
81
Global Retirement Partners
California
$296K
SFA
82
Sequoia Financial Advisors
Ohio
$293K +$272K +14,373 New
TIM
83
Total Investment Management
Arizona
$279K +$1.25K +66 +0.5%
SFG
84
SNS Financial Group
Minnesota
$264K
TRCT
85
Tower Research Capital (TRC)
New York
$261K +$207K +10,950 +586%
4WM
86
49 Wealth Management
Texas
$253K +$235K +12,405 New
Stifel Financial
87
Stifel Financial
Missouri
$251K +$234K +12,345 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$249K +$57 +3 +0%
SWP
89
Stratos Wealth Partners
Ohio
$221K +$205K +10,860 New
FM
90
Foster & Motley
Ohio
$205K +$190K +10,068 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$202K -$160K -8,454 -46%
IWC
92
Integrated Wealth Concepts
Massachusetts
$200K +$186K +9,843 New
KCM
93
Kendall Capital Management
Maryland
$200K +$186K +9,822 New
CA
94
Crewe Advisors
Utah
$180K
KHC
95
Koesten Hirschmann & Crabtree
Kansas
$153K
HI
96
Harbour Investments
Wisconsin
$139K +$738 +39 +0.6%
Wells Fargo
97
Wells Fargo
California
$139K -$57 -3 -0%
SAM
98
S.A. Mason
Michigan
$133K
PCMC
99
Private Capital Management (Colorado)
Colorado
$125K -$84.6K -4,473 -42%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$112K +$104K +5,523 New