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Schwab Fundamental International Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
WealthPLAN Partners
Nebraska
$217K +$21.5K +664 +11%
IAA
327
Independent Advisor Alliance
North Carolina
$214K -$69.6K -2,145 -24%
TF
328
Theory Financial
Colorado
$213K -$547K -16,878 -72%
GI
329
Gradient Investments
Minnesota
$212K +$14.1K +434 +7%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$208K +$31.9K +983 +18%
AWS
331
Atria Wealth Solutions
New York
$203K -$102K -3,149 -33%
PA
332
Parallel Advisors
California
$201K -$26K -802 -11%
MCM
333
MAI Capital Management
Ohio
$200K +$205K +6,329 New
CFD
334
Creative Financial Designs
Indiana
$193K +$20.4K +628 +11%
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$176K +$111K +3,419 +160%
NCM
336
Northwest Capital Management
Oregon
$173K
AF
337
Allworth Financial
California
$164K +$143K +4,409 +582%
NS
338
NBC Securities
Alabama
$160K +$164K +5,060 New
MA
339
MCF Advisors
Kentucky
$155K +$26.6K +819 +20%
US Bancorp
340
US Bancorp
Minnesota
$149K +$70.5K +2,172 +86%
BL
341
Balentine LLC
Georgia
$146K
GIA
342
GHP Investment Advisors
Colorado
$141K
HI
343
Harbour Investments
Wisconsin
$138K +$15.3K +473 +12%
SPIA
344
Steward Partners Investment Advisory
New York
$136K -$4.54K -140 -3%
PMFA
345
Plante Moran Financial Advisors
Michigan
$127K +$3.21K +99 +3%
AC
346
AlphaCore Capital
California
$123K +$118K +3,623 +1,479%
CIAS
347
Capital Investment Advisory Services
North Carolina
$121K +$59.7K +1,842 +93%
HR
348
Howe & Rusling
New York
$120K +$22.9K +706 +23%
FHA
349
First Horizon Advisors
Tennessee
$115K
S
350
SignatureFD
Georgia
$106K