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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
101
Sandy Spring Bank
Maryland
$16.5K -$11.4K -600 -40%
AF
102
Allworth Financial
California
$16.5K
MAWA
103
Moss Adams Wealth Advisors
Washington
$16.5K +$17.2K +900 New
Comerica Bank
104
Comerica Bank
Texas
$14.9K +$15.4K +810 New
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$12.5K +$12.9K +678 New
VCM
106
Versant Capital Management
Arizona
$8.55K
GWM
107
Geneos Wealth Management
Colorado
$1.33K +$457 +24 +50%
FRA
108
Front Row Advisors
California
$1.21K
CWM
109
Cedar Wealth Management
California
$826 +$858 +45 New
LWA
110
Lowe Wealth Advisors
Maryland
$275
LNC
111
Lincoln National Corp
Pennsylvania
-$2.32M -122,568 Closed
VA
112
Valmark Advisers
Ohio
-$1.71M -90,312 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
-$834K -44,088 Closed
PA
114
PFG Advisors
Arizona
-$374K -19,794 Closed
SWP
115
Stratos Wealth Partners
Ohio
-$230K -12,135 Closed
RWA
116
Redhawk Wealth Advisors
Minnesota
-$227K -12,000 Closed
KCM
117
Kendall Capital Management
Maryland
-$212K -11,205 Closed
KM
118
Kalos Management
Georgia
-$22.5K -1,191 Closed
DWA
119
Dougherty Wealth Advisers
Minnesota
-$21.6K -1,143 Closed
RDIA
120
RE Dickinson Investment Advisors
Iowa
-$2K -93 Closed