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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
$362K
PWM
77
Perigon Wealth Management
California
$334K -$145K -6,696 -31%
EWM
78
Empirical Wealth Management
Washington
$319K -$65 -3 -0%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$310K +$307K +14,202 New
TIM
80
Total Investment Management
Arizona
$301K +$649 +30 +0.2%
Lido Advisors
81
Lido Advisors
California
$299K -$200K -9,246 -40%
Vanguard Personalized Indexing Management
82
Vanguard Personalized Indexing Management
California
$280K
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$268K -$65 -3 -0%
Stifel Financial
84
Stifel Financial
Missouri
$259K +$35.6K +1,647 +16%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$257K -$57.3K -2,649 -18%
FM
86
Foster & Motley
Ohio
$256K +$17.7K +816 +7%
4WM
87
49 Wealth Management
Texas
$238K -$18.5K -855 -7%
SWP
88
Stratos Wealth Partners
Ohio
$237K
Vanguard Capital Wealth Advisors
89
Vanguard Capital Wealth Advisors
Colorado
$229K +$227K +10,473 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$217K -$799K -36,918 -79%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$216K
ZIMP
92
Zimmermann Investment Management & Planning
Pennsylvania
$212K -$81.6K -3,771 -28%
BIM
93
Breakwater Investment Management
Washington
$199K
CA
94
Crewe Advisors
Utah
$193K
TCM
95
TruNorth Capital Management
Michigan
$184K
FFA
96
Farther Finance Advisors
California
$181K
KHC
97
Koesten Hirschmann & Crabtree
Kansas
$166K
HI
98
Harbour Investments
Wisconsin
$158K
TRCT
99
Tower Research Capital (TRC)
New York
$150K -$31.9K -1,476 -18%
SAM
100
S.A. Mason
Michigan
$143K