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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
226
Howe & Rusling
New York
$272K +$34.4K +1,869 +13%
GAM
227
Garrison Asset Management
Arkansas
$271K – – –
MCM
228
Maryland Capital Management
Maryland
$270K -$2.76K -150 -0.9%
AAS
229
Avantax Advisory Services
Texas
$267K -$273K -14,826 -49%
FFA
230
First Foundation Advisors
California
$263K – – –
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$262K -$361K -19,584 -56%
US Bancorp
232
US Bancorp
Minnesota
$258K -$1.97M -107,055 -88%
MCM
233
Mengis Capital Management
Oregon
$256K +$6.63K +360 +2%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$253K -$20.9K -1,134 -7%
BJL
235
Brighton Jones LLC
Washington
$252K +$1.32K +72 +0.5%
KIG
236
Kowal Investment Group
Wisconsin
$246K +$267K +14,478 New
SPIA
237
Steward Partners Investment Advisory
New York
$245K +$74.3K +4,038 +39%
MG
238
Mather Group
Illinois
$243K – – –
MFC
239
Morris Financial Concepts
South Carolina
$242K -$5.08K -276 -2%
SFA
240
Sequoia Financial Advisors
Ohio
$240K +$260K +14,139 New
ASN
241
Advisory Services Network
Georgia
$237K -$51.1K -2,775 -17%
CA
242
CapWealth Advisors
Tennessee
$234K +$1.44K +78 +0.6%
FFS
243
Founders Financial Securities
Maryland
$233K +$253K +13,758 New
GM
244
GeoWealth Management
Illinois
$232K -$160K -8,712 -39%
S
245
SimplyRich
California
$230K – – –
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$226K -$5.69M -308,913 -96%
TYCC
247
Texas Yale Capital Corp
Florida
$224K – – –
SIM
248
Studio Investment Management
Illinois
$224K +$6.46K +351 +3%
MSA
249
Marino Stram & Associates
Massachusetts
$223K +$663 +36 +0.3%
DFA
250
DHJJ Financial Advisors
Illinois
$222K +$773 +42 +0.3%