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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$346K +$353K +12,734 New
SPIA
102
Steward Partners Investment Advisory
New York
$323K
EWA
103
EP Wealth Advisors
California
$322K +$327K +11,821 New
BlackRock
104
BlackRock
New York
$315K +$228K +8,229 +247%
NB
105
NBT Bank
New York
$307K -$17K -615 -5%
SWP
106
Stratos Wealth Partners
Ohio
$300K +$942 +34 +0.3%
EH
107
Equitable Holdings
New York
$293K -$20.1K -725 -6%
SFMG
108
Sage Financial Management Group
Virginia
$288K
SFA
109
Sequoia Financial Advisors
Ohio
$288K +$66.5K +2,400 +29%
FM
110
Foster & Motley
Ohio
$285K -$49.4K -1,782 -15%
PWM
111
Perigon Wealth Management
California
$282K -$489K -17,674 -63%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$278K -$34.5K -1,247 -11%
UBS AM
113
UBS AM
Illinois
$260K
WAG
114
Winthrop Advisory Group
Massachusetts
$254K +$2.41K +87 +0.9%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$250K +$332 +12 +0.1%
IWM
116
IHT Wealth Management
Illinois
$244K +$248K +8,954 New
BIM
117
Breakwater Investment Management
Washington
$243K
CA
118
Crewe Advisors
Utah
$241K
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$239K +$554 +20 +0.2%
Lido Advisors
120
Lido Advisors
California
$237K -$99K -3,574 -29%
WPC
121
Wedmont Private Capital
Pennsylvania
$228K +$226K +8,150 New
AF
122
Advisornet Financial
Minnesota
$224K -$46.7K -1,687 -17%
TCM
123
TruNorth Capital Management
Michigan
$222K
KCM
124
Kendall Capital Management
Maryland
$209K
KHC
125
Koesten Hirschmann & Crabtree
Kansas
$205K