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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
101
Sage Financial Management Group
Virginia
$282K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$271K +$45K +1,724 +20%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$265K +$12K +458 +5%
AF
104
Advisornet Financial
Minnesota
$263K +$784 +30 +0.3%
UBS AM
105
UBS AM
Illinois
$254K +$250K +9,555 New
WAG
106
Winthrop Advisory Group
Massachusetts
$246K +$1.51K +58 +0.6%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$244K
BIM
108
Breakwater Investment Management
Washington
$238K
CA
109
Crewe Advisors
Utah
$235K
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$233K +$4.65K +178 +2%
MMA
111
Miracle Mile Advisors
California
$227K +$223K +8,541 New
SFA
112
Sequoia Financial Advisors
Ohio
$218K
TCM
113
TruNorth Capital Management
Michigan
$216K
KCM
114
Kendall Capital Management
Maryland
$204K +$201K +7,683 New
KHC
115
Koesten Hirschmann & Crabtree
Kansas
$200K
HI
116
Harbour Investments
Wisconsin
$199K +$888 +34 +0.5%
HAP
117
Harbor Asset Planning
Massachusetts
$185K +$810 +31 +0.4%
SAM
118
S.A. Mason
Michigan
$174K +$26 +1 +0%
VNA
119
Valley National Advisers
Pennsylvania
$165K
CF
120
Centaurus Financial
California
$160K +$3.4K +130 +2%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$128K +$470 +18 +0.4%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$124K
CVM
123
Cheviot Value Management
California
$112K +$470 +18 +0.4%
TLA
124
Tanglewood Legacy Advisors
Texas
$111K
LFG
125
Larson Financial Group
Missouri
$97.2K +$14.9K +571 +18%