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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
251
JP Morgan Chase
New York
$21K
PMFA
252
Plante Moran Financial Advisors
Michigan
$21K +$1.05K +57 +5%
EI
253
Ellevest Inc
New York
$19K +$18.9K +1,029 New
AWM
254
Avior Wealth Management
Nebraska
$19K +$19.7K +1,071 New
JCM
255
Jacobi Capital Management
Pennsylvania
$18K
PCFFS
256
Pacific Center for Financial Services
California
$18K +$18.8K +1,026 New
MA
257
MCF Advisors
Kentucky
$17K -$65.3K -3,558 -79%
RIM
258
Rockbridge Investment Management
New York
$17K
CAL
259
Capital Advisors Ltd
Ohio
$14K
SIM
260
Sonora Investment Management
Arizona
$14K
LWM
261
Liberty Wealth Management
California
$14K +$14.2K +774 New
JWM
262
Jackson Wealth Management
Florida
$13K -$396K -21,594 -6%
APW
263
Acima Private Wealth
Virginia
$13K
HFS
264
Hantz Financial Services
Michigan
$12K -$5.07K -276 -29%
TF
265
TimeScale Financial
Massachusetts
$11K
William Blair & Company
266
William Blair & Company
Illinois
$10K -$37.1K -2,019 -78%
RF
267
Robbins Farley
New Hampshire
$10K
GT
268
Glenmede Trust
Pennsylvania
$10K +$10.7K +582 New
BL
269
Balentine LLC
Georgia
$9K +$9.42K +513 New
CIAS
270
Capital Investment Advisory Services
North Carolina
$8K -$2.7K -147 -25%
ACA
271
Aptus Capital Advisors
Alabama
$8K
BCM
272
Blume Capital Management
California
$8K
CA
273
Clearstead Advisors
Ohio
$8K
NFSG
274
Newbridge Financial Services Group
Florida
$8K +$8.1K +441 New
HI
275
Harbour Investments
Wisconsin
$8K +$8.37K +456 New