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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
251
Reilly Financial Advisors
California
$22K +$2.48K +135 +12%
JP Morgan Chase
252
JP Morgan Chase
New York
$21K – – –
PMFA
253
Plante Moran Financial Advisors
Michigan
$21K +$1.05K +57 +5%
EI
254
Ellevest Inc
New York
$19K +$18.9K +1,029 New
AWM
255
Avior Wealth Management
Nebraska
$19K +$19.7K +1,071 New
JCM
256
Jacobi Capital Management
Pennsylvania
$18K – – –
PCFFS
257
Pacific Center for Financial Services
California
$18K +$18.8K +1,026 New
MA
258
MCF Advisors
Kentucky
$17K -$65.3K -3,558 -79%
RIM
259
Rockbridge Investment Management
New York
$17K – – –
CAL
260
Capital Advisors Ltd
Ohio
$14K – – –
SIM
261
Sonora Investment Management
Arizona
$14K – – –
LWM
262
Liberty Wealth Management
California
$14K +$14.2K +774 New
JWM
263
Jackson Wealth Management
Florida
$13K -$396K -21,594 -6%
APW
264
Acima Private Wealth
Virginia
$13K – – –
HFS
265
Hantz Financial Services
Michigan
$12K -$5.07K -276 -29%
TF
266
TimeScale Financial
Massachusetts
$11K – – –
William Blair & Company
267
William Blair & Company
Illinois
$10K -$37.1K -2,019 -78%
RF
268
Robbins Farley
New Hampshire
$10K – – –
GT
269
Glenmede Trust
Pennsylvania
$10K +$10.7K +582 New
BL
270
Balentine LLC
Georgia
$9K +$9.42K +513 New
CIAS
271
Capital Investment Advisory Services
North Carolina
$8K -$2.7K -147 -25%
ACA
272
Aptus Capital Advisors
Alabama
$8K – – –
BCM
273
Blume Capital Management
California
$8K – – –
CA
274
Clearstead Advisors
Ohio
$8K – – –
NFSG
275
Newbridge Financial Services Group
Florida
$8K +$8.1K +441 New