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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cedar Wealth Management
California
$572K -$398K -20,721 -43%
HI
252
Harbour Investments
Wisconsin
$563K +$29.6K +1,539 +6%
CPIG
253
Chicago Partners Investment Group
Illinois
$563K +$102K +5,283 +24%
EAM
254
Evanson Asset Management
California
$546K -$2.13K -111 -0.4%
BIG
255
Builder Investment Group
Georgia
$546K
ST
256
Sabal Trust
Florida
$544K -$10K -522 -2%
WA
257
WESPAC Advisors
California
$538K +$981 +51 +0.2%
WIP
258
WealthCare Investment Partners
Rhode Island
$520K +$483K +25,134 New
DWM
259
Darwin Wealth Management
Florida
$519K -$45.1K -2,346 -9%
HIP
260
HUB Investment Partners
Texas
$518K +$166K +8,610 +52%
AC
261
Apella Capital
Connecticut
$518K +$487K +25,323 New
EFG
262
Embree Financial Group
Illinois
$512K +$477K +24,822 New
VCM
263
Vivaldi Capital Management
Illinois
$509K +$13.9K +723 +3%
JIC
264
Johnson Investment Counsel
Ohio
$507K +$31.6K +1,641 +7%
WFA
265
Wellspring Financial Advisors
Ohio
$498K +$2.48K +129 +0.5%
DACG
266
Donor Advised Charitable Giving
California
$497K +$463K +24,078 New
BSW
267
Buckingham Strategic Wealth
Missouri
$483K -$214K -11,112 -32%
SAI
268
Savvy Advisors Inc
New York
$479K +$447K +23,220 New
KCIC
269
Kuhn & Co Investment Counsel
Illinois
$477K +$444K +23,082 New
MCM
270
MAI Capital Management
Ohio
$476K +$16.3K +846 +4%
RVPG
271
Relative Value Partners Group
$472K -$313K -16,275 -42%
IWM
272
IHT Wealth Management
Illinois
$470K +$28.9K +1,503 +7%
EWA
273
EP Wealth Advisors
California
$464K -$88.6K -4,605 -17%
AWA
274
Archvest Wealth Advisors
California
$456K +$424K +22,065 New
Empower Advisory Group
275
Empower Advisory Group
Colorado
$455K +$424K +22,056 New