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Schwab Fundamental International Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
176
DHJJ Financial Advisors
Illinois
$646K
SPC
177
Sigma Planning Corp
Michigan
$643K +$9.45K +338 +1%
EAM
178
Evanson Asset Management
California
$641K
HTC
179
Haverford Trust Company
Pennsylvania
$626K -$92.6K -3,310 -12%
ADL
180
Asset Dedication LLC
California
$617K +$683K +24,428 New
FP
181
Financial Perspectives
Minnesota
$609K +$678K +24,230 New
5L
182
55I LLC
Massachusetts
$586K -$1M -35,797 -61%
RSWM
183
Robertson Stephens Wealth Management
California
$582K +$5.84K +209 +0.9%
DOA
184
D'Orazio & Associates
Virginia
$571K +$635K +22,720 New
Cerity Partners
185
Cerity Partners
New York
$559K +$162K +5,792 +35%
CWM
186
Cedar Wealth Management
California
$548K +$243K +8,681 +66%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$535K -$152K -5,453 -20%
SWA
188
Stratos Wealth Advisors
Ohio
$534K -$37.9K -1,357 -6%
SB
189
Strategic Blueprint
Georgia
$531K -$104K -3,722 -15%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$526K +$12.9K +463 +2%
DP
191
DDD Partners
Washington
$525K +$156K +5,566 +36%
SSW
192
Stone Summit Wealth
Florida
$521K -$12.1K -431 -2%
IAA
193
Independent Advisor Alliance
North Carolina
$517K +$575K +20,575 New
LIA
194
LBMC Investment Advisors
Tennessee
$511K -$71K -2,540 -11%
AWS
195
Atria Wealth Solutions
New York
$502K -$67.7K -2,422 -11%
HF
196
HRT Financial
New York
$492K +$63.8K +2,280 +13%
AP
197
Appleton Partners
Massachusetts
$487K +$8.19K +293 +2%
BWM
198
BCS Wealth Management
Tennessee
$476K -$49.5K -1,772 -9%
LJAC
199
L.J. Altfest & Co
New York
$473K +$15.9K +569 +3%
WP
200
WealthShield Partners
North Carolina
$473K +$33.9K +1,212 +7%