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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAP
126
Harbor Asset Planning
Massachusetts
$214K +$767 +26 +0.4%
RSWM
127
Robertson Stephens Wealth Management
California
$212K +$206K +6,969 New
HSWM
128
Hubbell Strickland Wealth Management
Louisiana
$212K +$205K +6,948 New
Brown Advisory
129
Brown Advisory
Maryland
$208K +$202K +6,840 New
CWM
130
Cabot Wealth Management
Massachusetts
$203K +$196K +6,653 New
GVAG
131
Great Valley Advisor Group
Delaware
$200K +$194K +6,573 New
SAM
132
S.A. Mason
Michigan
$200K +$29 +1 +0%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$190K -$35.6K -1,206 -16%
VNA
134
Valley National Advisers
Pennsylvania
$189K – – –
PFBT
135
Parkside Financial Bank & Trust
Missouri
$147K – – –
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$142K – – –
TLA
137
Tanglewood Legacy Advisors
Texas
$128K – – –
CVM
138
Cheviot Value Management
California
$124K +$442 +15 +0.4%
LFG
139
Larson Financial Group
Missouri
$123K +$442 +15 +0.4%
TRCT
140
Tower Research Capital (TRC)
New York
$109K +$105K +3,568 New
GWM
141
Geneos Wealth Management
Colorado
$99.5K – – –
ECA
142
Elevated Capital Advisors
Utah
$98.5K – – –
PA
143
Parallel Advisors
California
$92.1K +$147 +5 +0.2%
BT
144
Banque Transatlantique
France
$82.2K – – –
AF
145
Allworth Financial
California
$78.7K -$1.27K -43 -2%
S
146
SignatureFD
Georgia
$68K +$10.2K +346 +18%
SC
147
SouthState Corp
Florida
$54.1K -$5.57K -189 -10%
ATS
148
Ashton Thomas Securities
New York
$47.6K +$46.1K +1,562 New
CA
149
CoreCap Advisors
Michigan
$43.1K – – –
AA
150
Ancora Advisors
Ohio
$41.1K – – –