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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$1.63M +$19.8K +821 +1%
GAA
227
Global Assets Advisory
Florida
$1.61M +$1.75M +72,210 New
AV
228
Aspiring Ventures
Ohio
$1.61M
KFP
229
KMG Fiduciary Partners
Ohio
$1.59M +$26.8K +1,107 +2%
SIC
230
Salem Investment Counselors
North Carolina
$1.57M +$106K +4,386 +7%
BCG
231
Breakwater Capital Group
New Jersey
$1.57M +$1.09M +44,951 +210%
FHA
232
Flagship Harbor Advisors
Massachusetts
$1.54M +$25.3K +1,048 +2%
MA
233
McGrath & Associates
North Carolina
$1.52M -$160K -6,637 -9%
HG
234
Harbor Group
New Hampshire
$1.52M +$6.36K +263 +0.4%
NCM
235
Next Capital Management
New York
$1.5M +$262K +10,830 +21%
PG
236
Prostatis Group
Maryland
$1.5M +$511K +21,131 +50%
LIA
237
LBMC Investment Advisors
Tennessee
$1.49M -$138K -5,701 -8%
MAM
238
Madison Asset Management
Wisconsin
$1.48M
IA
239
IFP Advisors
Florida
$1.48M +$237K +9,806 +19%
PWA
240
Principia Wealth Advisory
Texas
$1.47M +$108K +4,469 +7%
CA
241
Capital Advantage
California
$1.46M
WA
242
Whipplewood Advisors
Colorado
$1.44M -$1.48M -61,254 -99%
HI
243
Harbour Investments
Wisconsin
$1.44M +$134K +5,547 +10%
NFG
244
Nations Financial Group
Iowa
$1.43M +$264K +10,908 +22%
CPA
245
Clear Point Advisors
New York
$1.42M -$62K -2,563 -4%
KWA
246
Kingswood Wealth Advisors
California
$1.41M +$117K +4,845 +9%
Stifel Financial
247
Stifel Financial
Missouri
$1.41M +$215K +8,875 +18%
HIM
248
Harbour Investment Management
Washington
$1.4M
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$1.39M +$397K +16,404 +38%
IWM
250
IHT Wealth Management
Illinois
$1.37M -$162K -6,691 -10%