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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
276
Kelly Financial Services
Massachusetts
$1.03K – – –
HPC
277
HM Payson & Co
Maine
$1K -$17.3K -957 -96%
GWSG
278
GPS Wealth Strategies Group
Colorado
$1K – – –
TWA
279
TCI Wealth Advisors
Arizona
$1K – – –
CFD
280
Creative Financial Designs
Indiana
$1K +$542 +30 New
APWA
281
Atlas Private Wealth Advisors
New Jersey
$1K +$759 +42 New
WANY
282
Wealthspire Advisors (New York)
New York
– -$2.41M -140,073 Closed
MSA
283
Marino Stram & Associates
Massachusetts
– -$392K -22,770 Closed
Fisher Asset Management
284
Fisher Asset Management
Washington
– -$270K -15,663 Closed
EWA
285
EP Wealth Advisors
California
– -$240K -13,947 Closed
KIA
286
KCM Investment Advisors
California
– -$236K -13,677 Closed
PP
287
Palladium Partners
Virginia
– -$206K -11,958 Closed
VBCG
288
Valley Brook Capital Group
Pennsylvania
– -$129K -7,674 Closed
CL
289
COWA LLC
Oklahoma
– -$43K -2,421 Closed
GAM
290
Grandview Asset Management
Pennsylvania
– -$27K -1,575 Closed
SIS
291
Sound Income Strategies
Florida
– -$18.6K -1,077 Closed
GT
292
Glenmede Trust
Pennsylvania
– -$8K -486 Closed
HI
293
Harbour Investments
Wisconsin
– -$5K -282 Closed
FCB
294
First Command Bank
Texas
– -$4K -210 Closed
FCFS
295
First Command Financial Services
Texas
– -$4K -210 Closed
DWMG
296
DB Wealth Management Group
California
– -$3K -198 Closed
BAMG
297
Brand Asset Management Group
Missouri
– -$2K -117 Closed