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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Blume Capital Management
California
$27.2K
TVWM
152
Tower View Wealth Management
Wisconsin
$24.6K -$3.1K -112 -11%
BTI
153
Blue Trust Inc
Georgia
$17.1K +$9.06K +327 +109%
IA
154
IFG Advisory
Georgia
$15.5K +$15.8K +569 New
CMP
155
Coston McIsaac & Partners
Maine
$15K
PK
156
Pflug Koory
Nebraska
$14.4K +$55 +2 +0.4%
AUB
157
Atlantic Union Bankshares
Virginia
$13.6K -$11.1K -400 -44%
SIS
158
Sound Income Strategies
Florida
$13.5K +$1.19K +43 +9%
VCM
159
Versant Capital Management
Arizona
$12.7K
PWMA
160
Pension & Wealth Management Advisors
Massachusetts
$10.2K -$1.47K -53 -12%
PS
161
Pinney & Scofield
Massachusetts
$9.79K
PMFA
162
Plante Moran Financial Advisors
Michigan
$9.56K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$8.16K +$8.31K +300 New
MMCM
164
Murphy & Mullick Capital Management
New York
$7.75K
CFD
165
Creative Financial Designs
Indiana
$6.28K
BWL
166
Bogart Wealth LLC
Virginia
$5.07K
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$4.7K +$4.79K +173 New
Russell Investments Group
168
Russell Investments Group
United Kingdom
$3.94K
DFC
169
DB Fitzpatrick & Co
Idaho
$2.5K +$2.55K +92 New
FRA
170
Front Row Advisors
California
$1.79K
Wells Fargo
171
Wells Fargo
California
$29
MWM
172
MorganRosel Wealth Management
Colorado
-$836K -31,468 Closed
Vanguard Personalized Indexing Management
173
Vanguard Personalized Indexing Management
California
-$340K -12,786 Closed
TRCT
174
Tower Research Capital (TRC)
New York
-$47.5K -1,788 Closed
NA
175
NewEdge Advisors
Louisiana
-$25.5K -962 Closed