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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$7.84M -$469K -33,678 -6%
OWM
2
Opes Wealth Management
California
$7.35M +$458K +32,880 +7%
FTUS
3
Flow Traders U.S.
New York
$3.45M +$2.95M +211,557 +1,114%
LRIA
4
Leonard Rickey Investment Advisors
Washington
$3.14M -$50K -3,591 -2%
CC
5
Callan Capital
California
$2.69M +$668 +48 +0%
TAM
6
Townsend Asset Management
North Carolina
$2.67M -$84.5K -6,069 -3%
HWA
7
HHM Wealth Advisors
Tennessee
$2.27M -$23K -1,650 -1%
CMO
8
Covenant Multifamily Offices
Texas
$2.16M +$189K +13,551 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.69M +$529K +38,010 +51%
AL
10
ADE LLC
Maryland
$1.45M +$1.35M +97,077 New
RDWM
11
Red Door Wealth Management
Tennessee
$1.36M
Goldman Sachs
12
Goldman Sachs
New York
$1.16M +$94.5K +6,786 +10%
CGL
13
Clarius Group LLC
Washington
$1.07M +$415K +29,826 +72%
PA
14
Paracle Advisors
Washington
$1.06M +$35.1K +2,520 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$843K +$104K +7,503 +15%
QCG
16
Quadrant Capital Group
Ohio
$827K
CWC
17
Carolinas Wealth Consulting
North Carolina
$805K +$3.93K +282 +0.5%
BAM
18
Bellevue Asset Management
Washington
$694K -$75K -5,388 -11%
SWM
19
SeaCrest Wealth Management
New York
$679K +$2.38K +171 +0.4%
Chevy Chase Trust
20
Chevy Chase Trust
Maryland
$668K +$151K +10,851 +32%
MG
21
Mather Group
Illinois
$667K
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$660K -$15.1K -1,086 -2%
HCIA
23
Hochman Cole Investment Advisors
Illinois
$651K -$105K -7,563 -15%
BDF
24
Balasa Dinverno & Foltz
$649K -$6.31K -453 -2%
MWM
25
MorganRosel Wealth Management
Colorado
$642K +$24.9K +1,785 +4%