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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$648K -$11K -397 -2%
MG
77
Mather Group
Illinois
$637K -$33.2K -1,198 -5%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$621K +$24.2K +875 +4%
EWP
79
Elevation Wealth Partners
California
$573K +$360 +13 +0.1%
Goldman Sachs
80
Goldman Sachs
New York
$566K -$1.19M -43,119 -67%
WRPWM
81
Werba Rubin Papier Wealth Management
California
$562K
Vanguard Capital Wealth Advisors
82
Vanguard Capital Wealth Advisors
Colorado
$544K +$1.88K +68 +0.3%
BPA
83
Beacon Pointe Advisors
California
$541K +$551K +19,887 New
BWS
84
BFI Wealth Solutions
Texas
$525K +$2.3K +83 +0.4%
BWM
85
BCGM Wealth Management
Indiana
$521K +$225K +8,138 +74%
Stifel Financial
86
Stifel Financial
Missouri
$519K +$44.8K +1,618 +9%
MWM
87
Modern Wealth Management
Kansas
$516K -$75K -2,707 -13%
RPGK
88
Retirement Planning Group (Kansas)
Kansas
$511K
RWA
89
Redhawk Wealth Advisors
Minnesota
$504K +$1.99K +72 +0.4%
IWS
90
Intentional Wealth Strategies
Colorado
$498K +$507K +18,312 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$478K
SA
92
Sovran Advisors
California
$459K -$2.55K -92 -0.6%
IWC
93
Integrated Wealth Concepts
Massachusetts
$444K +$452K +16,339 New
TIM
94
Total Investment Management
Arizona
$437K +$1.52K +55 +0.3%
HWM
95
Heirloom Wealth Management
Colorado
$415K +$423K +15,271 New
EWM
96
Empirical Wealth Management
Washington
$397K
KW
97
Keyvantage Wealth
Pennsylvania
$394K
BIG
98
Brooklyn Investment Group
New York
$377K +$384K +13,854 New
MMA
99
Miracle Mile Advisors
California
$369K +$139K +5,033 +59%
KAS
100
Kestra Advisory Services
Texas
$353K +$15K +543 +4%