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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSB
151
Piscataqua Savings Bank
New Hampshire
$35.2K +$34.1K +1,155 New
CIA
152
Cape Investment Advisory
Georgia
$34.5K +$33.4K +1,131 New
BCM
153
Blume Capital Management
California
$30.5K
TVWM
154
Tower View Wealth Management
Wisconsin
$27.6K +$118 +4 +0.4%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$18.3K +$12.6K +427 +247%
IA
156
IFG Advisory
Georgia
$17.4K +$59 +2 +0.4%
CMP
157
Coston McIsaac & Partners
Maine
$17K
PK
158
Pflug Koory
Nebraska
$16.1K +$29 +1 +0.2%
AUB
159
Atlantic Union Bankshares
Virginia
$15.2K
VCM
160
Versant Capital Management
Arizona
$14.2K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$13.2K +$3.89K +132 +44%
PWMA
162
Pension & Wealth Management Advisors
Massachusetts
$11.5K +$29 +1 +0.3%
PS
163
Pinney & Scofield
Massachusetts
$11K
MMCM
164
Murphy & Mullick Capital Management
New York
$8.68K
CFD
165
Creative Financial Designs
Indiana
$7.04K
BWL
166
Bogart Wealth LLC
Virginia
$5.69K +$29 +1 +0.5%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$5.61K +$5.46K +185 New
Russell Investments Group
168
Russell Investments Group
United Kingdom
$4.42K
DFC
169
DB Fitzpatrick & Co
Idaho
$4.23K +$1.39K +47 +51%
FRA
170
Front Row Advisors
California
$2.09K
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$152 +$147 +5 New
Wells Fargo
172
Wells Fargo
California
$45
Corient Private Wealth
173
Corient Private Wealth
Florida
-$1.45M -57,710 Closed
Goldman Sachs
174
Goldman Sachs
New York
-$566K -20,815 Closed
HWM
175
Heirloom Wealth Management
Colorado
-$415K -15,271 Closed