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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$711K – – –
AOWM
252
Alpha Omega Wealth Management
Virginia
$709K +$18.8K +852 +3%
SFG
253
Sovereign Financial Group
Connecticut
$700K +$124K +5,628 +22%
MA
254
Mezzasalma Advisors
New Jersey
$699K +$690K +31,293 New
CW
255
Channel Wealth
California
$691K +$20.5K +930 +3%
BSW
256
Buckingham Strategic Wealth
Missouri
$680K -$106K -4,800 -14%
SPIA
257
Steward Partners Investment Advisory
New York
$679K -$18.3K -831 -3%
IA
258
IFP Advisors
Florida
$676K +$230K +10,449 +53%
DWM
259
Dechtman Wealth Management
Colorado
$673K – – –
PWA
260
Pillar Wealth Advisors
Pennsylvania
$639K -$516K -23,418 -45%
AWA
261
Archvest Wealth Advisors
California
$632K +$45.1K +2,046 +8%
CIC
262
Carnegie Investment Counsel
Ohio
$630K +$239K +10,848 +62%
HWM
263
HRC Wealth Management
Idaho
$624K +$41.7K +1,890 +7%
SCM
264
SOL Capital Management
Maryland
$616K -$19.8K -900 -3%
CWM
265
Cedar Wealth Management
California
$616K – – –
HWM
266
HB Wealth Management
Georgia
$612K +$70K +3,174 +13%
NRI
267
NFP Retirement Inc
California
$609K +$74.7K +3,390 +14%
EAM
268
Evanson Asset Management
California
$590K – – –
KCIC
269
Kuhn & Co Investment Counsel
Illinois
$590K – – –
FCH
270
Freestone Capital Holdings
Washington
$579K +$42.7K +1,935 +8%
JIC
271
Johnson Investment Counsel
Ohio
$571K +$30.2K +1,371 +6%
BIG
272
Builder Investment Group
Georgia
$569K -$11.6K -525 -2%
AP
273
Appleton Partners
Massachusetts
$567K -$461K -20,919 -45%
SHGA
274
Sand Hill Global Advisors
California
$566K +$559K +25,368 New
CAI
275
Capital Advisors Inc
Oklahoma
$565K -$67.5K -3,060 -11%
9 10
11
12 13