We are live on ! Find out more
FNDB icon

Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$392K
WRPWM
77
Werba Rubin Papier Wealth Management
California
$389K
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$382K -$150K -6,648 -29%
PWM
79
Perigon Wealth Management
California
$358K
Stifel Financial
80
Stifel Financial
Missouri
$344K +$64.1K +2,838 +24%
EWM
81
Empirical Wealth Management
Washington
$344K +$1.69K +75 +0.5%
GVAG
82
Great Valley Advisor Group
Delaware
$334K -$70.2K -3,108 -18%
VAF
83
Values Added Financial
District of Columbia
$331K +$318K +14,100 New
TIM
84
Total Investment Management
Arizona
$326K +$2.37K +105 +0.8%
SC
85
Savant Capital
Illinois
$319K +$307K +13,611 New
Vanguard Personalized Indexing Management
86
Vanguard Personalized Indexing Management
California
$300K
Lido Advisors
87
Lido Advisors
California
$299K -$18.8K -834 -6%
FM
88
Foster & Motley
Ohio
$277K +$1.76K +78 +0.7%
SWP
89
Stratos Wealth Partners
Ohio
$255K
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$250K +$450K +19,950 +163%
GJIA
91
Glass Jacobson Investment Advisors
Maryland
$240K +$193K +8,556 +516%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$232K
ZIMP
93
Zimmermann Investment Management & Planning
Pennsylvania
$228K +$406 +18 +0.2%
4WM
94
49 Wealth Management
Texas
$215K -$39.1K -1,731 -16%
BIM
95
Breakwater Investment Management
Washington
$213K
WAG
96
Winthrop Advisory Group
Massachusetts
$211K +$203K +8,985 New
CA
97
Crewe Advisors
Utah
$207K
TRCT
98
Tower Research Capital (TRC)
New York
$203K +$40.6K +1,800 +26%
TCM
99
TruNorth Capital Management
Michigan
$198K
FFA
100
Farther Finance Advisors
California
$194K