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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
76
Family Capital Management
Michigan
$456K +$470K +19,828 New
TIM
77
Total Investment Management
Arizona
$445K +$49.3K +2,083 +12%
TRCT
78
Tower Research Capital (TRC)
New York
$428K +$439K +18,559 +36,390%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$422K +$288K +12,156 +192%
SA
80
Sovran Advisors
California
$413K -$82.3K -3,477 -15%
CIAS
81
Capital Investment Advisory Services
North Carolina
$404K +$19.5K +824 +5%
SFMG
82
Sage Financial Management Group
Virginia
$403K
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$401K -$38.2K -1,614 -8%
WRPWM
84
Werba Rubin Papier Wealth Management
California
$381K
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$377K -$68K -2,871 -15%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$373K +$384K +16,228 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$369K -$1.54K -65 -0.4%
PWM
88
Perigon Wealth Management
California
$351K
Stifel Financial
89
Stifel Financial
Missouri
$336K -$616 -26 -0.2%
EWM
90
Empirical Wealth Management
Washington
$335K -$49.9K -2,108 -13%
KW
91
Keyvantage Wealth
Pennsylvania
$333K
CIC
92
Carnegie Investment Counsel
Ohio
$307K -$65.5K -2,765 -16%
Lido Advisors
93
Lido Advisors
California
$295K +$829 +35 +0.3%
Vanguard Personalized Indexing Management
94
Vanguard Personalized Indexing Management
California
$294K
FFA
95
Farther Finance Advisors
California
$290K +$102K +4,298 +52%
FM
96
Foster & Motley
Ohio
$279K +$6.58K +278 +2%
MWM
97
Modern Wealth Management
Kansas
$276K +$284K +12,006 New
NB
98
NBT Bank
New York
$275K +$283K +11,955 New
PCIA
99
Prime Capital Investment Advisors
Kansas
$265K +$273K +11,536 New
SWP
100
Stratos Wealth Partners
Ohio
$251K +$853 +36 +0.3%