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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$560K -$51.5K -2,075 -9%
Vanguard Capital Wealth Advisors
77
Vanguard Capital Wealth Advisors
Colorado
$511K +$12K +484 +3%
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$484K +$33.9K +1,363 +8%
FFA
79
Farther Finance Advisors
California
$483K +$153K +6,177 +49%
SA
80
Sovran Advisors
California
$475K +$3.13K +126 +0.7%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$462K +$236K +9,516 +113%
CIAS
82
Capital Investment Advisory Services
North Carolina
$452K
Stifel Financial
83
Stifel Financial
Missouri
$440K +$30.7K +1,236 +8%
AQR Capital Management
84
AQR Capital Management
Connecticut
$422K +$407K +16,385 New
TIM
85
Total Investment Management
Arizona
$410K -$103K -4,165 -21%
PWM
86
Perigon Wealth Management
California
$393K
VA
87
Valmark Advisers
Ohio
$386K +$153K +6,155 +70%
CIC
88
Carnegie Investment Counsel
Ohio
$382K
EWM
89
Empirical Wealth Management
Washington
$375K
KW
90
Keyvantage Wealth
Pennsylvania
$373K
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$341K -$6.21K -250 -2%
Vanguard Personalized Indexing Management
92
Vanguard Personalized Indexing Management
California
$329K
Lido Advisors
93
Lido Advisors
California
$316K +$869 +35 +0.3%
FM
94
Foster & Motley
Ohio
$314K +$919 +37 +0.3%
NB
95
NBT Bank
New York
$308K
EH
96
Equitable Holdings
New York
$302K +$48.4K +1,948 +20%
KAS
97
Kestra Advisory Services
Texas
$299K +$646 +26 +0.2%
BWM
98
BCGM Wealth Management
Indiana
$284K -$4.17K -168 -2%
SWP
99
Stratos Wealth Partners
Ohio
$282K +$919 +37 +0.3%
SFMG
100
Sage Financial Management Group
Virginia
$273K