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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
76
Sage Financial Management Group
Virginia
$387K -$10.7K -510 -3%
GVAG
77
Great Valley Advisor Group
Delaware
$383K +$47.3K +2,265 +15%
CIAS
78
Capital Investment Advisory Services
North Carolina
$369K
WRPWM
79
Werba Rubin Papier Wealth Management
California
$366K
GRP
80
Global Retirement Partners
California
$325K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$323K -$317K -15,162 -51%
EWM
82
Empirical Wealth Management
Washington
$322K
MWM
83
Mission Wealth Management
California
$320K +$303K +14,481 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$318K -$11.6K -555 -4%
TIM
85
Total Investment Management
Arizona
$304K +$1K +48 +0.4%
ZIMP
86
Zimmermann Investment Management & Planning
Pennsylvania
$297K -$36.2K -1,731 -11%
Vanguard Personalized Indexing Management
87
Vanguard Personalized Indexing Management
California
$282K +$267K +12,786 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$271K +$188 +9 +0.1%
4WM
89
49 Wealth Management
Texas
$259K -$13.6K -651 -5%
FM
90
Foster & Motley
Ohio
$241K +$17.5K +837 +8%
SWP
91
Stratos Wealth Partners
Ohio
$240K
Stifel Financial
92
Stifel Financial
Missouri
$225K -$44.8K -2,145 -17%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$219K
KCM
94
Kendall Capital Management
Maryland
$209K -$7.83K -375 -4%
BIM
95
Breakwater Investment Management
Washington
$201K +$190K +9,087 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$200K -$16.1K -771 -8%
CA
97
Crewe Advisors
Utah
$195K
TCM
98
TruNorth Capital Management
Michigan
$186K +$176K +8,433 New
TRCT
99
Tower Research Capital (TRC)
New York
$184K -$94.1K -4,503 -35%
FFA
100
Farther Finance Advisors
California
$182K +$173K +8,280 New