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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AlphaCore Capital
California
$34.7M -$101K -3,869 -0.3%
FC
2
Financial Consulate
Maryland
$27.1M -$5.33M -204,030 -17%
OWM
3
Opes Wealth Management
California
$19.6M +$378K +14,476 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19.2M +$612K +23,443 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$18.7M +$313K +11,964 +2%
SS
6
Sound Stewardship
Kansas
$16.9M +$31.3K +1,197 +0.2%
Bank of America
7
Bank of America
North Carolina
$11.6M -$86.5K -3,311 -0.8%
Morgan Stanley
8
Morgan Stanley
New York
$10.6M +$28.4K +1,086 +0.3%
Raymond James Financial
9
Raymond James Financial
Florida
$7.53M +$83K +3,177 +1%
BA
10
Brightwater Advisory
Florida
$7.44M -$107K -4,106 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.6M +$18.3K +699 +0.3%
LRIA
12
Leonard Rickey Investment Advisors
Washington
$4.69M -$29.7K -1,137 -0.6%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.25M +$362K +13,856 +9%
MA
14
Mezzasalma Advisors
New Jersey
$3.84M +$96.1K +3,680 +3%
GFP
15
Guardian Financial Partners
California
$3.79M -$673K -25,763 -15%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.47M +$866K +33,145 +34%
EP
17
Essential Partners
California
$3.37M -$195K -7,476 -6%
CFO
18
CVA Family Office
Colorado
$3.3M -$32.7K -1,250 -1%
AV
19
Aspiring Ventures
Ohio
$3.18M +$50.5K +1,932 +2%
UBS Group
20
UBS Group
Switzerland
$2.98M -$40.9K -1,564 -1%
Mariner
21
Mariner
Kansas
$2.93M +$1.26M +48,181 +78%
LPL Financial
22
LPL Financial
California
$2.76M -$63.9K -2,447 -2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$2.64M +$546K +20,893 +27%
JIR
24
James Investment Research
Ohio
$2.57M +$309K +11,816 +14%
RCA
25
Resonant Capital Advisors
Wisconsin
$2.53M -$63.3K -2,422 -2%