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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$344K +$76.9K +4,164 +30%
MFC
252
Morris Financial Concepts
South Carolina
$343K -$9.26K -501 -3%
HWM
253
HB Wealth Management
Georgia
$343K +$776 +42 +0.2%
CPRC
254
Consolidated Portfolio Review Corp
New York
$340K +$328K +17,742 New
EWA
255
EP Wealth Advisors
California
$333K +$1.51M +81,549 New
LI
256
Lafayette Investments
Maryland
$329K
ACA
257
Ackerman Capital Advisors
Texas
$329K
HR
258
Howe & Rusling
New York
$329K -$26.3K -1,422 -8%
CFD
259
Creative Financial Designs
Indiana
$329K +$119K +6,432 +60%
TFA
260
Tobias Financial Advisors
Florida
$323K +$311K +16,839 New
RJT
261
Raymond James Trust
Florida
$316K +$41.5K +2,247 +16%
SIM
262
Studio Investment Management
Illinois
$313K +$38.9K +2,103 +15%
MWM
263
Modera Wealth Management
New Jersey
$310K +$299K +16,170 New
BEAM
264
Baker Ellis Asset Management
Washington
$305K
SPIA
265
Steward Partners Investment Advisory
New York
$305K -$4.1K -222 -1%
HIP
266
HUB Investment Partners
Texas
$296K
SBH
267
Segall Bryant & Hamill
Illinois
$287K +$277K +14,964 New
Bank of New York Mellon
268
Bank of New York Mellon
New York
$284K +$274K +14,820 New
MCM
269
Mengis Capital Management
Oregon
$284K -$13.9K -750 -5%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$283K +$169K +9,153 +164%
CIA
271
Capital Investment Advisors
Georgia
$279K +$269K +14,550 New
MG
272
Mather Group
Illinois
$278K
SFG
273
Sage Financial Group
Pennsylvania
$274K +$264K +14,304 New
FCH
274
Freestone Capital Holdings
Washington
$266K -$5.6K -303 -2%
CA
275
CapWealth Advisors
Tennessee
$265K