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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Hantz Financial Services
151
Hantz Financial Services
Michigan
$39K – – –
PSB
152
Piscataqua Savings Bank
New Hampshire
$35.2K +$34.1K +1,155 New
CIA
153
Cape Investment Advisory
Georgia
$34.5K +$33.4K +1,131 New
BCM
154
Blume Capital Management
California
$30.5K – – –
TVWM
155
Tower View Wealth Management
Wisconsin
$27.6K +$118 +4 +0.4%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$18.3K +$12.6K +427 +247%
IFG Advisory
157
IFG Advisory
Georgia
$17.4K +$59 +2 +0.4%
CMP
158
Coston McIsaac & Partners
Maine
$17K – – –
PK
159
Pflug Koory
Nebraska
$16.1K +$29 +1 +0.2%
Atlantic Union Bankshares
160
Atlantic Union Bankshares
Virginia
$15.2K – – –
VCM
161
Versant Capital Management
Arizona
$14.2K – – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$13.2K +$3.89K +132 +44%
PWMA
163
Pension & Wealth Management Advisors
Massachusetts
$11.5K +$29 +1 +0.3%
PS
164
Pinney & Scofield
Massachusetts
$11K – – –
MMCM
165
Murphy & Mullick Capital Management
New York
$8.68K – – –
CFD
166
Creative Financial Designs
Indiana
$7.04K – – –
Bogart Wealth LLC
167
Bogart Wealth LLC
Virginia
$5.69K +$29 +1 +0.5%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$5.61K +$5.46K +185 New
Russell Investments Group
169
Russell Investments Group
United Kingdom
$4.42K – – –
DFC
170
DB Fitzpatrick & Co
Idaho
$4.23K +$1.39K +47 +51%
FRA
171
Front Row Advisors
California
$2.09K – – –
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$152 +$147 +5 New
Wells Fargo
173
Wells Fargo
California
$45 – – –
Corient Private Wealth
174
Corient Private Wealth
Florida
– -$1.45M -57,710 Closed
Goldman Sachs
175
Goldman Sachs
New York
– -$566K -20,815 Closed