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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
KM Capital Management
Texas
$475K -$99K -4,355 -18%
Vanguard Capital Wealth Advisors
77
Vanguard Capital Wealth Advisors
Colorado
$464K -$30.8K -1,356 -7%
SA
78
Sovran Advisors
California
$443K -$23.4K -1,029 -5%
CIAS
79
Capital Investment Advisory Services
North Carolina
$421K
RPGK
80
Retirement Planning Group (Kansas)
Kansas
$418K
WRPWM
81
Werba Rubin Papier Wealth Management
California
$397K
Stifel Financial
82
Stifel Financial
Missouri
$380K +$28.7K +1,265 +9%
PWM
83
Perigon Wealth Management
California
$366K
CIC
84
Carnegie Investment Counsel
Ohio
$355K
EWM
85
Empirical Wealth Management
Washington
$350K
KW
86
Keyvantage Wealth
Pennsylvania
$347K
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$324K -$65.7K -2,890 -18%
AAS
88
Avantax Advisory Services
Texas
$314K -$171K -7,542 -37%
AF
89
Advisornet Financial
Minnesota
$312K -$386K -16,970 -57%
Vanguard Personalized Indexing Management
90
Vanguard Personalized Indexing Management
California
$307K
FFA
91
Farther Finance Advisors
California
$302K
Jane Street
92
Jane Street
New York
$298K +$282K +12,416 New
Lido Advisors
93
Lido Advisors
California
$293K -$13.7K -603 -5%
FM
94
Foster & Motley
Ohio
$292K +$1.07K +47 +0.4%
NB
95
NBT Bank
New York
$287K
KAS
96
Kestra Advisory Services
Texas
$278K +$263K +11,574 New
BWM
97
BCGM Wealth Management
Indiana
$268K -$522K -22,958 -67%
SWP
98
Stratos Wealth Partners
Ohio
$262K +$863 +38 +0.3%
SFMG
99
Sage Financial Management Group
Virginia
$254K -$157K -6,930 -40%
EH
100
Equitable Holdings
New York
$235K +$14.2K +623 +7%