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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
251
Morris Financial Concepts
South Carolina
$284K -$6.3K -327 -2%
FWIA
252
Fort Washington Investment Advisors
Ohio
$284K +$281K +14,568 New
SWP
253
Strategic Wealth Partners
Ohio
$282K – – –
MG
254
Mather Group
Illinois
$279K – – –
HR
255
Howe & Rusling
New York
$276K -$18.5K -960 -6%
IWN
256
Independent Wealth Network
Iowa
$276K +$273K +14,157 New
PCMK
257
Paragon Capital Management (Kansas)
Kansas
$274K +$6.53K +339 +2%
LFG
258
Lockerman Financial Group
California
$273K +$270K +14,004 New
CA
259
CapWealth Advisors
Tennessee
$267K +$1.04K +54 +0.4%
S
260
SimplyRich
California
$264K – – –
Cerity Partners
261
Cerity Partners
New York
$262K +$259K +13,416 New
DWM
262
Destination Wealth Management
California
$259K +$256K +13,272 New
RC
263
Randolph Company
Ohio
$257K -$6.65K -345 -3%
TYCC
264
Texas Yale Capital Corp
Florida
$257K – – –
MSA
265
Marino Stram & Associates
Massachusetts
$255K +$463 +24 +0.2%
DFA
266
DHJJ Financial Advisors
Illinois
$255K +$2.14K +111 +0.9%
SWA
267
Strategies Wealth Advisors
Michigan
$253K +$27.5K +1,428 +12%
SIM
268
Studio Investment Management
Illinois
$251K +$5.32K +276 +2%
AIP
269
Ahrens Investment Partners
Louisiana
$242K -$62.1K -3,222 -21%
CCFM
270
Clear Creek Financial Management
Washington
$242K +$239K +12,417 New
DY
271
Dowling & Yahnke
California
$241K – – –
Thrivent Financial for Lutherans
272
Thrivent Financial for Lutherans
Minnesota
$239K +$236K +12,243 New
E
273
ETFidea
New York
$238K +$4.92K +255 +2%
Bessemer Group
274
Bessemer Group
New Jersey
$238K – – –
RIA
275
Regal Investment Advisors
Michigan
$238K +$235K +12,189 New