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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$71.9K +$34.1K +1,499 +100%
AF
127
Allworth Financial
California
$70.4K +$34.6K +1,524 +108%
GWM
128
Geneos Wealth Management
Colorado
$66.8K
LFG
129
Larson Financial Group
Missouri
$60K +$13.6K +600 +32%
TVWM
130
Tower View Wealth Management
Wisconsin
$57.9K +$227 +10 +0.4%
S
131
SignatureFD
Georgia
$54.8K +$773 +34 +2%
BCM
132
Blume Capital Management
California
$48K
NA
133
NewEdge Advisors
Louisiana
$46.1K
CA
134
CoreCap Advisors
Michigan
$34K -$22.2K -978 -41%
AA
135
Ancora Advisors
Ohio
$32.4K
AAS
136
Ameritas Advisory Services
Nebraska
$27.3K +$25.8K +1,137 New
TCM
137
Traub Capital Management
Massachusetts
$25.2K +$23.9K +1,050 New
AUB
138
Atlantic Union Bankshares
Virginia
$21.6K +$20.5K +900 New
CMP
139
Coston McIsaac & Partners
Maine
$13K
PK
140
Pflug Koory
Nebraska
$12.5K
VCM
141
Versant Capital Management
Arizona
$11.2K
SIS
142
Sound Income Strategies
Florida
$10.9K +$10.3K +453 New
PWMA
143
Pension & Wealth Management Advisors
Massachusetts
$10.2K +$45 +2 +0.5%
PS
144
Pinney & Scofield
Massachusetts
$8.63K
PMFA
145
Plante Moran Financial Advisors
Michigan
$8.43K -$818 -36 -9%
MMCM
146
Murphy & Mullick Capital Management
New York
$6.89K
MWA
147
Medallion Wealth Advisors
Connecticut
$6.41K
CFD
148
Creative Financial Designs
Indiana
$5.54K
Comerica Bank
149
Comerica Bank
Texas
$4.08K
AG
150
AmeriFlex Group
Nevada
$3.99K