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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
126
Versant Capital Management
Arizona
$10.2K – – –
Comerica Bank
127
Comerica Bank
Texas
$6.56K – – –
RWMG
128
Redwood Wealth Management Group
New Jersey
$2.95K +$2.92K +135 New
CPA
129
Clear Point Advisors
New York
$2.43K – – –
Geneos Wealth Management
130
Geneos Wealth Management
Colorado
$1.86K – – –
FRA
131
Front Row Advisors
California
$1.45K – – –
US Bancorp
132
US Bancorp
Minnesota
$1.44K +$1.43K +66 New
Gradient Investments
133
Gradient Investments
Minnesota
$656 +$649 +30 New
LWA
134
Lowe Wealth Advisors
Maryland
$328 – – –
Wells Fargo
135
Wells Fargo
California
$26 -$148K -6,843 Closed
Citadel Advisors
136
Citadel Advisors
Florida
– -$1.9M -85,857 Closed
CA
137
CGN Advisors
Kansas
– -$651K -29,457 Closed
SFMG
138
Sage Financial Management Group
Virginia
– -$387K -17,535 Closed
Global Retirement Partners
139
Global Retirement Partners
California
– -$325K -14,730 Closed
Mission Wealth Management
140
Mission Wealth Management
California
– -$320K -14,481 Closed
KCM
141
Kendall Capital Management
Maryland
– -$209K -9,447 Closed
Integrated Wealth Concepts
142
Integrated Wealth Concepts
Massachusetts
– -$200K -9,072 Closed
MassMutual Private Wealth & Trust
143
MassMutual Private Wealth & Trust
Connecticut
– -$42K -1,902 Closed
CWAF
144
Core Wealth Advisors (Florida)
Florida
– -$24.8K -1,125 Closed
CoreCap Advisors
145
CoreCap Advisors
Michigan
– -$21.6K -978 Closed