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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$357K -$4.3K -243 -1%
GVAG
227
Great Valley Advisor Group
Delaware
$355K -$7.11K -402 -2%
LWAC
228
Laurel Wealth Advisors (California)
California
$351K +$1.49K +84 +0.4%
CPIG
229
Chicago Partners Investment Group
Illinois
$344K +$103K +5,811 +48%
HR
230
Howe & Rusling
New York
$344K +$71.4K +4,035 +26%
MFC
231
Morris Financial Concepts
South Carolina
$340K +$84.7K +4,785 +33%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$340K +$7.49K +423 +2%
CA
233
Cetera Advisors
Colorado
$330K +$328K +18,513 New
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$329K +$53.6K +3,027 +20%
CA
235
CapWealth Advisors
Tennessee
$327K +$81K +4,578 +33%
BPA
236
Beacon Pointe Advisors
California
$322K -$2.65K -150 -0.8%
ICG
237
InterOcean Capital Group
Tennessee
$321K +$11.9K +675 +4%
ZIMP
238
Zimmermann Investment Management & Planning
Pennsylvania
$317K -$15K -846 -5%
HWM
239
HB Wealth Management
Georgia
$316K +$8.87K +501 +3%
LI
240
Lafayette Investments
Maryland
$313K
William Blair & Company
241
William Blair & Company
Illinois
$309K +$6.74K +381 +2%
ACA
242
Ackerman Capital Advisors
Texas
$306K
WIM
243
WealthPlan Investment Management
Nebraska
$306K +$37.3K +2,109 +15%
WP
244
WealthPLAN Partners
Nebraska
$305K +$284K +16,050 New
IA
245
IFP Advisors
Florida
$292K -$2.68M -151,404 -87%
SWP
246
Strategic Wealth Partners
Ohio
$285K
BEAM
247
Baker Ellis Asset Management
Washington
$283K
IWM
248
IHT Wealth Management
Illinois
$278K -$1.43K -81 -0.5%
MCM
249
Mengis Capital Management
Oregon
$277K +$3.72K +210 +1%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$275K +$273K +15,435 New