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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$583K +$105K +4,004 +22%
MWM
77
Modern Wealth Management
Kansas
$575K -$2.93K -112 -0.5%
EWP
78
Elevation Wealth Partners
California
$560K -$67.8K -2,596 -11%
WRPWM
79
Werba Rubin Papier Wealth Management
California
$549K -$94K -3,600 -15%
Vanguard Capital Wealth Advisors
80
Vanguard Capital Wealth Advisors
Colorado
$529K +$2.12K +81 +0.4%
BWS
81
BFI Wealth Solutions
Texas
$508K +$500K +19,135 New
RPGK
82
Retirement Planning Group (Kansas)
Kansas
$499K
RWA
83
Redhawk Wealth Advisors
Minnesota
$491K -$434K -16,632 -47%
CIAS
84
Capital Investment Advisory Services
North Carolina
$467K +$784 +30 +0.2%
Stifel Financial
85
Stifel Financial
Missouri
$464K +$9.8K +375 +2%
CIC
86
Carnegie Investment Counsel
Ohio
$452K +$56.8K +2,176 +15%
SA
87
Sovran Advisors
California
$434K -$69.7K -2,668 -15%
TIM
88
Total Investment Management
Arizona
$425K +$1.65K +63 +0.4%
EWM
89
Empirical Wealth Management
Washington
$387K
KW
90
Keyvantage Wealth
Pennsylvania
$385K
Vanguard Personalized Indexing Management
91
Vanguard Personalized Indexing Management
California
$340K
KAS
92
Kestra Advisory Services
Texas
$330K +$21.5K +823 +7%
FM
93
Foster & Motley
Ohio
$326K +$1.28K +49 +0.4%
NB
94
NBT Bank
New York
$316K -$1.57K -60 -0.5%
Lido Advisors
95
Lido Advisors
California
$316K
SPIA
96
Steward Partners Investment Advisory
New York
$316K +$35.2K +1,348 +13%
EH
97
Equitable Holdings
New York
$312K
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$304K -$47K -1,800 -14%
BWM
99
BCGM Wealth Management
Indiana
$293K
SWP
100
Stratos Wealth Partners
Ohio
$293K +$1.02K +39 +0.4%