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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$1.25M +$80.9K +3,338 +7%
NCM
252
Next Capital Management
New York
$1.25M +$128K +5,282 +11%
JCM
253
Jacobi Capital Management
Pennsylvania
$1.25M +$5.96K +246 +0.5%
CPIG
254
Chicago Partners Investment Group
Illinois
$1.23M -$2.16M -88,983 -63%
AC
255
Avestar Capital
New York
$1.22M +$196K +8,071 +19%
WFA
256
Wade Financial Advisory
California
$1.21M – – –
CAM
257
Cresset Asset Management
Illinois
$1.21M -$1.02M -42,255 -45%
Stifel Financial
258
Stifel Financial
Missouri
$1.2M +$481K +19,857 +64%
BFG
259
Berger Financial Group
Minnesota
$1.19M -$183K -7,549 -13%
AIA
260
Arcadia Investment Advisors
Idaho
$1.18M -$114K -4,716 -9%
NFG
261
Nations Financial Group
Iowa
$1.18M -$16.6K -684 -1%
Vanguard Group
262
Vanguard Group
Pennsylvania
$1.17M +$51.1K +2,109 +4%
FVWA
263
Foster Victor Wealth Advisors
South Carolina
$1.17M -$29.7K -1,224 -2%
EGM
264
Engineers Gate Manager
New York
$1.12M +$1.14M +47,119 New
MA
265
Mezzasalma Advisors
New Jersey
$1.11M +$246K +10,140 +28%
VAF
266
Values Added Financial
District of Columbia
$1.08M +$765K +31,563 +222%
CPRC
267
Consolidated Portfolio Review Corp
New York
$1.08M +$7.13K +294 +0.7%
S
268
SignatureFD
Georgia
$1.06M -$78.7K -3,247 -7%
MWA
269
Medallion Wealth Advisors
Connecticut
$1.04M +$1.07M +44,002 New
KIA
270
KCM Investment Advisors
California
$1.03M -$193K -7,958 -15%
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$1.01M +$90K +3,710 +10%
PG
272
Prostatis Group
Maryland
$1M +$1.02M +42,247 New
SSWM
273
Sheets Smith Wealth Management
North Carolina
$1,000K +$62.3K +2,571 +6%
SA
274
Sanctuary Advisors
Indiana
$989K -$1.81M -74,456 -65%
WI
275
Westbourne Investments
Virginia
$967K +$991K +40,856 New