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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
251
Beacon Financial Planning
Massachusetts
$930K +$453K +19,674 +102%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$928K -$8.35K -363 -0.9%
WEG
253
World Equity Group
Illinois
$924K -$728K -31,626 -45%
HWM
254
HB Wealth Management
Georgia
$920K +$255K +11,079 +40%
SFG
255
Sage Financial Group
Pennsylvania
$885K +$2.21K +96 +0.3%
MA
256
Mezzasalma Advisors
New Jersey
$878K +$124K +5,400 +17%
AOWM
257
Alpha Omega Wealth Management
Virginia
$861K +$97K +4,215 +13%
TAM
258
Townsend Asset Management
North Carolina
$855K +$1.59K +69 +0.2%
AC
259
Apella Capital
Connecticut
$851K -$29.1K -1,263 -3%
PA
260
Parallel Advisors
California
$848K +$325K +14,127 +66%
WPC
261
Wedmont Private Capital
Pennsylvania
$843K
CCA
262
Clarity Capital Advisors
Florida
$841K +$7.18K +312 +0.9%
IAN
263
Integrated Advisors Network
Texas
$839K +$71.8K +3,120 +10%
SFG
264
Sovereign Financial Group
Connecticut
$830K +$77.3K +3,360 +11%
VBFG
265
Vishria Bird Financial Group
Tennessee
$805K +$774K +33,648 New
CCM
266
Chilton Capital Management
Texas
$789K -$7.04K -306 -0.9%
ECM
267
Evergreen Capital Management
Washington
$771K
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$761K
CW
269
Channel Wealth
California
$740K +$207 +9 +0%
NRI
270
NFP Retirement Inc
California
$739K +$82.5K +3,588 +13%
Stifel Financial
271
Stifel Financial
Missouri
$737K +$196K +8,502 +38%
LFG
272
Larson Financial Group
Missouri
$733K -$32.7K -1,422 -4%
SPIA
273
Steward Partners Investment Advisory
New York
$723K -$4.28K -186 -0.6%
DWM
274
Dechtman Wealth Management
Colorado
$714K -$6.76K -294 -1%
CIC
275
Carnegie Investment Counsel
Ohio
$713K +$36.3K +1,578 +6%