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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
126
Sandy Spring Bank
Maryland
$21.1K
HGERS
127
Householder Group Estate & Retirement Specialist
Arizona
$15K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$13.3K +$12.9K +570 New
CMP
129
Coston McIsaac & Partners
Maine
$13K
Comerica Bank
130
Comerica Bank
Texas
$12K +$4.74K +210 +70%
VCM
131
Versant Capital Management
Arizona
$10.9K
IA
132
IFP Advisors
Florida
$10.8K +$10.4K +459 New
CFD
133
Creative Financial Designs
Indiana
$5.42K +$5.21K +231 New
CPA
134
Clear Point Advisors
New York
$2.6K
GWM
135
Geneos Wealth Management
Colorado
$2.01K +$68 +3 +4%
FRA
136
Front Row Advisors
California
$1.55K
LWA
137
Lowe Wealth Advisors
Maryland
$352
CWM
138
Cedar Wealth Management
California
$141 +$135 +6 New
Wells Fargo
139
Wells Fargo
California
$45 +$68 +3 New
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
-$310K -14,202 Closed
SOS
141
Silver Oak Securities
Tennessee
-$54.1K -2,475 Closed
KFS
142
Kelly Financial Services
Massachusetts
-$19.1K -876 Closed
MSG
143
Main Street Group
Virginia
-$17.5K -801 Closed
RWMG
144
Redwood Wealth Management Group
New Jersey
-$2.95K -135 Closed
US Bancorp
145
US Bancorp
Minnesota
-$1.44K -66 Closed
GI
146
Gradient Investments
Minnesota
-$656 -30 Closed