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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$755K -$81.9K -4,260 -10%
CA
227
Cetera Advisors
Colorado
$738K +$63.9K +3,321 +10%
TAM
228
Townsend Asset Management
North Carolina
$727K +$26.9K +1,401 +4%
AWS
229
Atria Wealth Solutions
New York
$723K +$190K +9,858 +39%
IC
230
IEQ Capital
California
$720K -$73.4K -3,816 -10%
CCA
231
Clarity Capital Advisors
Florida
$716K +$667K +34,683 New
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$712K
WPC
233
Wedmont Private Capital
Pennsylvania
$710K
SFG
234
Sage Financial Group
Pennsylvania
$705K
GM
235
GeoWealth Management
Illinois
$674K +$585K +30,429 +1,363%
ECM
236
Evergreen Capital Management
Washington
$665K +$157K +8,154 +34%
BAM
237
BOS Asset Management
Illinois
$660K +$615K +31,962 New
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$659K -$22.7K -1,179 -4%
BMM
239
Berkshire Money Management
Massachusetts
$657K +$612K +31,812 New
SPIA
240
Steward Partners Investment Advisory
New York
$649K +$303K +15,750 +100%
CW
241
Channel Wealth
California
$641K +$597K +31,056 New
IWM
242
Iams Wealth Management
Nebraska
$637K +$593K +30,849 New
AOWM
243
Alpha Omega Wealth Management
Virginia
$628K +$57.9K +3,012 +11%
DWM
244
Dechtman Wealth Management
Colorado
$619K +$3.06K +159 +0.5%
ICG
245
InterOcean Capital Group
Tennessee
$617K -$241K -12,510 -30%
AP
246
Appleton Partners
Massachusetts
$594K -$5.77K -300 -1%
CBFP
247
Cedar Brook Financial Partners
Ohio
$590K +$173 +9 +0%
S
248
SignatureFD
Georgia
$589K
SCM
249
SOL Capital Management
Maryland
$588K
CAG
250
Curtis Advisory Group
California
$581K -$13.8K -717 -2%