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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
101
Great Valley Advisor Group
Delaware
$250K -$79.6K -3,360 -24%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$228K
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$218K
EH
104
Equitable Holdings
New York
$211K
WAG
105
Winthrop Advisory Group
Massachusetts
$209K +$215K +9,092 New
VA
106
Valmark Advisers
Ohio
$209K +$215K +9,075 New
BIM
107
Breakwater Investment Management
Washington
$206K -$3.41K -144 -2%
CA
108
Crewe Advisors
Utah
$203K
4WM
109
49 Wealth Management
Texas
$202K -$4.64K -196 -2%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$195K +$143K +6,049 +250%
TCM
111
TruNorth Capital Management
Michigan
$194K
VNA
112
Valley National Advisers
Pennsylvania
$184K +$41.6K +1,755 +28%
KHC
113
Koesten Hirschmann & Crabtree
Kansas
$173K
HI
114
Harbour Investments
Wisconsin
$170K +$758 +32 +0.4%
PA
115
Pineridge Advisors
Missouri
$161K -$1.66K -70 -1%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$158K +$12.2K +514 +8%
SAM
117
S.A. Mason
Michigan
$151K +$24 +1 +0%
CF
118
Centaurus Financial
California
$145K -$11K -465 -7%
ACA
119
Aptus Capital Advisors
Alabama
$131K -$4.52K -191 -3%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$111K +$403 +17 +0.4%
TLA
121
Tanglewood Legacy Advisors
Texas
$96.4K
SC
122
SouthState Corp
Florida
$91.6K +$94.2K +3,979 New
CVM
123
Cheviot Value Management
California
$90K +$94.7K +4,001 New
SPIA
124
Steward Partners Investment Advisory
New York
$79.8K
GWM
125
Geneos Wealth Management
Colorado
$64.1K +$64K +2,701 +3,141%