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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
226
Lodestar Private Asset Management
California
$3.78M -$95K -3,147 -3%
MWM
227
Mattern Wealth Management
Kansas
$3.73M +$3.62M +120,000 New
WFA
228
Wellspring Financial Advisors
Ohio
$3.73M +$586K +19,419 +19%
MWM
229
Meridian Wealth Management
Kentucky
$3.72M +$211 +7 +0%
PAG
230
Private Advisor Group
New Jersey
$3.65M -$57.8M -1,914,539 -94%
CIC
231
Cutler Investment Counsel
Oregon
$3.49M +$1.09M +36,233 +48%
SAI
232
Savvy Advisors Inc
New York
$3.46M +$72.1K +2,390 +2%
REMPR
233
Roof Eidam Maycock Peralta (REMP)
California
$3.44M +$60.8K +2,016 +2%
EWM
234
Empirical Wealth Management
Washington
$3.42M +$28.2K +935 +0.9%
HIP
235
HUB Investment Partners
Texas
$3.37M +$2.35M +77,747 +254%
BCI
236
Brinker Capital Investments
Pennsylvania
$3.32M +$66.1K +2,191 +2%
CCAM
237
Cascades Capital Asset Management
North Carolina
$3.23M +$11.9K +394 +0.4%
WCM
238
Whitener Capital Management
North Carolina
$3.21M -$77.3K -2,560 -2%
PWM
239
Perigon Wealth Management
California
$3.2M -$75.1K -2,490 -2%
KPP
240
Kings Path Partners
Texas
$3.11M -$17.5K -580 -0.6%
SW
241
SteelPeak Wealth
California
$3.09M +$3M +99,464 New
STFP
242
Signal Tree Financial Partners
Ohio
$3.05M
AAS
243
Ameritas Advisory Services
Nebraska
$3.03M +$2.4M +79,366 +438%
Betterment LLC
244
Betterment LLC
New York
$2.98M +$405K +13,413 +16%
BFG
245
Bleakley Financial Group
New Jersey
$2.97M +$1.26M +41,748 +78%
WANY
246
Wealthspire Advisors (New York)
New York
$2.97M +$23.9K +791 +0.8%
IWC
247
Integrated Wealth Concepts
Massachusetts
$2.95M +$227K +7,537 +9%
KFC
248
Klingenstein Fields & Co
New York
$2.95M +$2.86M +94,791 New
SWA
249
Sax Wealth Advisors
New Jersey
$2.92M +$15.3K +506 +0.5%
CBU
250
CIBC Bancorp USA
Illinois
$2.9M +$123K +4,076 +5%