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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
251
WealthCare Investment Partners
Rhode Island
$2.12M -$251K -9,389 -11%
CAG
252
Csenge Advisory Group
Florida
$2.08M +$954K +35,646 +88%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$2.05M +$311K +11,633 +18%
SPWM
254
Schrum Private Wealth Management
Florida
$2.04M +$20.3K +758 +1%
MA
255
Mezzasalma Advisors
New Jersey
$2M +$350K +13,089 +20%
BWM
256
Briggs Wealth Management
Connecticut
$1.99M +$1.96M +73,318 New
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$1.91M -$31.5K -1,176 -2%
AV
258
Aspiring Ventures
Ohio
$1.89M -$11.8K -441 -0.6%
FHA
259
Flagship Harbor Advisors
Massachusetts
$1.88M +$52.7K +1,968 +3%
KFP
260
KMG Fiduciary Partners
Ohio
$1.88M +$26.7K +997 +1%
HAP
261
Harbor Asset Planning
Massachusetts
$1.84M +$11.3K +423 +0.6%
AWM
262
Angeles Wealth Management
California
$1.84M
AOWM
263
Alpha Omega Wealth Management
Virginia
$1.82M +$583K +21,771 +48%
MWA
264
Midland Wealth Advisors
Illinois
$1.82M +$3.8K +142 +0.2%
BC
265
Bulwark Capital
Florida
$1.8M -$490K -18,327 -22%
BPC
266
Bearing Point Capital
Minnesota
$1.79M -$202K -7,546 -10%
Vanguard Group
267
Vanguard Group
Pennsylvania
$1.78M +$371K +13,883 +27%
FSWA
268
Financial Synergies Wealth Advisors
Texas
$1.78M +$15K +562 +0.9%
HG
269
Harbor Group
New Hampshire
$1.77M +$14.8K +554 +0.9%
CIC
270
Carnegie Investment Counsel
Ohio
$1.75M +$199K +7,441 +13%
YWM
271
Yoder Wealth Management
California
$1.75M
WA
272
Whipplewood Advisors
Colorado
$1.71M -$23.3K -870 -1%
FPAS
273
Focus Partners Advisor Solutions
Missouri
$1.7M +$280K +10,463 +20%
MA
274
McGrath & Associates
North Carolina
$1.66M -$54.4K -2,033 -3%
MAM
275
Madison Asset Management
Wisconsin
$1.65M