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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
276
Pinnacle Associates
New York
$237K – – –
DC
277
Davenport & Co
Virginia
$236K -$118K -6,132 -34%
AA
278
Aufman Associates
Pennsylvania
$235K – – –
NEGWA
279
New England Guild Wealth Advisors
Connecticut
$234K +$636 +33 +0.3%
KM
280
Kalos Management
Georgia
$232K +$239K +12,405 New
CAAS
281
Capital Asset Advisory Services
Michigan
$229K +$125K +6,477 +124%
SWM
282
Stockman Wealth Management
Montana
$226K +$223K +11,580 New
JFG
283
JMG Financial Group
Illinois
$224K +$221K +11,478 New
DAS
284
Dynamic Advisor Solutions
Arizona
$223K -$463 -24 -0.2%
SFG
285
SNS Financial Group
Minnesota
$222K – – –
SSWM
286
Sheets Smith Wealth Management
North Carolina
$219K -$185K -9,612 -46%
PCA
287
Personal Capital Advisors
California
$218K -$278K -14,400 -56%
NHC
288
Nicholas Hoffman & Company
Georgia
$217K +$214K +11,118 New
EAM
289
Empirical Asset Management
Massachusetts
$213K – – –
IFA
290
Index Fund Advisors
California
$211K – – –
SL
291
Summitry LLC
California
$210K +$208K +10,767 New
MWA
292
Meridian Wealth Advisors
Texas
$208K – – –
CIC
293
Carnegie Investment Counsel
Ohio
$204K +$202K +10,485 New
SPIA
294
Steward Partners Investment Advisory
New York
$202K +$74.4K +3,858 +59%
MA
295
MCF Advisors
Kentucky
$195K +$193K +10,002 New
FWP
296
FAS Wealth Partners
Kansas
$194K -$429K -22,233 -69%
LC
297
Lindbrook Capital
California
$189K – – –
HNB
298
Huntington National Bank
Ohio
$161K – – –
GWM
299
Geneos Wealth Management
Colorado
$158K – – –
HNWAG
300
High Net Worth Advisory Group
Florida
$153K – – –
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