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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O'Shaughnessy Asset Management
101
O'Shaughnessy Asset Management
Connecticut
$390K +$347K +11,779 +1,134%
Waverly Advisors
102
Waverly Advisors
Alabama
$388K – – –
Kestra Advisory Services
103
Kestra Advisory Services
Texas
$362K -$32.4K -1,098 -8%
BlackRock
104
BlackRock
New York
$352K – – –
Equitable Holdings
105
Equitable Holdings
New York
$345K +$9.38K +318 +3%
NB
106
NBT Bank
New York
$337K -$5.9K -200 -2%
SFMG
107
Sage Financial Management Group
Virginia
$323K – – –
FM
108
Foster & Motley
Ohio
$320K +$973 +33 +0.3%
Perigon Wealth Management
109
Perigon Wealth Management
California
$316K – – –
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$311K – – –
Ameritas Advisory Services
111
Ameritas Advisory Services
Nebraska
$307K +$297K +10,077 New
UBS AM
112
UBS AM
Illinois
$291K – – –
WAG
113
Winthrop Advisory Group
Massachusetts
$286K +$1.42K +48 +0.5%
BIM
114
Breakwater Investment Management
Washington
$272K – – –
CA
115
Crewe Advisors
Utah
$269K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$262K -$17K -578 -6%
Lido Advisors
117
Lido Advisors
California
$261K -$4.01K -136 -2%
Brinker Capital Investments
118
Brinker Capital Investments
Pennsylvania
$253K +$245K +8,295 New
Wedmont Private Capital
119
Wedmont Private Capital
Pennsylvania
$250K – – –
Sequoia Financial Advisors
120
Sequoia Financial Advisors
Ohio
$249K -$70.8K -2,400 -23%
TCM
121
TruNorth Capital Management
Michigan
$248K – – –
Focus Financial Network
122
Focus Financial Network
Minnesota
$236K +$7.37K +250 +3%
KCM
123
Kendall Capital Management
Maryland
$234K – – –
AF
124
Advisornet Financial
Minnesota
$230K -$19.8K -672 -8%
KHC
125
Koesten Hirschmann & Crabtree
Kansas
$229K – – –