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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$443K
CIC
77
Carnegie Investment Counsel
Ohio
$409K -$8.74K -367 -2%
SFMG
78
Sage Financial Management Group
Virginia
$408K
TIM
79
Total Investment Management
Arizona
$401K +$80K +3,361 +24%
CIAS
80
Capital Investment Advisory Services
North Carolina
$389K
EWM
81
Empirical Wealth Management
Washington
$388K +$48.4K +2,033 +14%
WRPWM
82
Werba Rubin Papier Wealth Management
California
$386K -$24 -1 -0%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$375K -$3.57K -150 -0.9%
PWM
84
Perigon Wealth Management
California
$362K
Stifel Financial
85
Stifel Financial
Missouri
$340K -$1.67K -70 -0.5%
KW
86
Keyvantage Wealth
Pennsylvania
$337K +$345K +14,484 New
GVAG
87
Great Valley Advisor Group
Delaware
$331K
AAS
88
Avantax Advisory Services
Texas
$309K +$316K +13,278 New
OMC
89
Old Mission Capital
Illinois
$307K +$314K +13,197 New
Lido Advisors
90
Lido Advisors
California
$298K +$976 +41 +0.3%
Vanguard Personalized Indexing Management
91
Vanguard Personalized Indexing Management
California
$297K
FM
92
Foster & Motley
Ohio
$276K +$1.14K +48 +0.4%
SWP
93
Stratos Wealth Partners
Ohio
$253K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$230K
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$220K -$541K -22,727 -71%
EH
96
Equitable Holdings
New York
$213K +$218K +9,165 New
BIM
97
Breakwater Investment Management
Washington
$211K
4WM
98
49 Wealth Management
Texas
$209K -$4.43K -186 -2%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$207K -$541K -22,699 -72%
CA
100
Crewe Advisors
Utah
$206K -$24 -1 -0%