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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$2.43M +$1.35M +47,703 +120%
RWM
252
Riverchase Wealth Management
Texas
$2.4M
CCP
253
Clarkston Capital Partners
Michigan
$2.35M -$11.1M -390,400 -82%
WEG
254
World Equity Group
Illinois
$2.35M +$167K +5,893 +8%
Betterment LLC
255
Betterment LLC
New York
$2.3M +$1.37M +48,248 +141%
AAG
256
Asset Advisory Group
New Jersey
$2.28M +$28K +988 +1%
MPW
257
MASECO Private Wealth
$2.24M -$174K -6,145 -7%
RWRC
258
R.W. Roge & Company
New York
$2.23M -$16.7K -590 -0.7%
WP
259
Westmount Partners
California
$2.22M
MA
260
Mezzasalma Advisors
New Jersey
$2.12M +$131K +4,606 +6%
CIC
261
Cutler Investment Counsel
Oregon
$2.12M +$1.16M +41,058 +118%
SPWM
262
Schrum Private Wealth Management
Florida
$2.08M +$227 +8 +0%
VFA
263
Valeo Financial Advisors
Indiana
$2.07M -$103K -3,621 -5%
FPAS
264
Focus Partners Advisor Solutions
Missouri
$2.07M +$335K +11,836 +19%
WIP
265
WealthCare Investment Partners
Rhode Island
$1.98M -$176K -6,213 -8%
CT
266
Colonial Trust
South Carolina
$1.98M +$1.17M +41,224 +138%
LFG
267
Larson Financial Group
Missouri
$1.98M +$561K +19,784 +39%
AWM
268
Angeles Wealth Management
California
$1.97M +$91.9K +3,243 +5%
KFP
269
KMG Fiduciary Partners
Ohio
$1.97M +$46.4K +1,636 +2%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$1.92M -$178K -6,295 -8%
BWM
271
Briggs Wealth Management
Connecticut
$1.91M -$136K -4,783 -7%
AOWM
272
Alpha Omega Wealth Management
Virginia
$1.91M +$39.4K +1,391 +2%
HAP
273
Harbor Asset Planning
Massachusetts
$1.89M +$7.76K +274 +0.4%
FHA
274
Flagship Harbor Advisors
Massachusetts
$1.88M -$42.2K -1,490 -2%
Northern Trust
275
Northern Trust
Illinois
$1.88M +$1.06M +37,254 +124%