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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$220K +$52.7K +2,319 +34%
WAG
102
Winthrop Advisory Group
Massachusetts
$219K +$1.16K +51 +0.6%
BIM
103
Breakwater Investment Management
Washington
$214K – – –
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$213K -$13.7K -602 -6%
VA
105
Valmark Advisers
Ohio
$212K -$5.23K -230 -3%
CA
106
Crewe Advisors
Utah
$212K – – –
4WM
107
49 Wealth Management
Texas
$212K +$863 +38 +0.4%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$209K -$27.3K -1,200 -12%
SOS
109
Silver Oak Securities
Tennessee
$204K +$194K +8,523 New
TCM
110
TruNorth Capital Management
Michigan
$202K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$202K -$886 -39 -0.5%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$200K +$190K +8,340 New
KHC
113
Koesten Hirschmann & Crabtree
Kansas
$181K – – –
HI
114
Harbour Investments
Wisconsin
$178K +$727 +32 +0.4%
SPIA
115
Steward Partners Investment Advisory
New York
$171K +$83.1K +3,657 +105%
PA
116
Pineridge Advisors
Missouri
$168K +$454 +20 +0.3%
HAP
117
Harbor Asset Planning
Massachusetts
$166K +$157K +6,908 New
SAM
118
S.A. Mason
Michigan
$157K +$45 +2 +0%
VNA
119
Valley National Advisers
Pennsylvania
$148K -$41.4K -1,821 -23%
CF
120
Centaurus Financial
California
$142K -$9.38K -413 -7%
TRCT
121
Tower Research Capital (TRC)
New York
$124K -$305K -13,437 -72%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$116K +$409 +18 +0.4%
TLA
123
Tanglewood Legacy Advisors
Texas
$101K – – –
CVM
124
Cheviot Value Management
California
$97.8K +$386 +17 +0.4%
SC
125
SouthState Corp
Florida
$96.7K +$1.18K +52 +1%