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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$306K -$870 -45 -0.3%
SIM
277
Studio Investment Management
Illinois
$301K -$3.71K -192 -1%
WWM
278
Western Wealth Management
Colorado
$299K +$310K +16,023 New
MG
279
Mather Group
Illinois
$298K +$28.5K +1,473 +10%
BEAM
280
Baker Ellis Asset Management
Washington
$297K
PP
281
Patten & Patten
Tennessee
$293K +$304K +15,723 New
SPIA
282
Steward Partners Investment Advisory
New York
$293K -$3.42K -177 -1%
LFG
283
Larson Financial Group
Missouri
$286K +$126K +6,498 +73%
FCH
284
Freestone Capital Holdings
Washington
$286K +$28.5K +1,476 +11%
MCM
285
Mengis Capital Management
Oregon
$282K +$5.8K +300 +2%
Bank of New York Mellon
286
Bank of New York Mellon
New York
$277K +$58 +3 +0%
MWM
287
Modera Wealth Management
New Jersey
$271K -$32.3K -1,671 -10%
EAM
288
Empirical Asset Management
Massachusetts
$266K +$65.7K +3,399 +31%
PCIA
289
Prime Capital Investment Advisors
Kansas
$264K +$8.24K +426 +3%
CA
290
CapWealth Advisors
Tennessee
$257K
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$257K -$18.5K -954 -6%
MSA
292
Marino Stram & Associates
Massachusetts
$248K +$638 +33 +0.2%
TYCC
293
Texas Yale Capital Corp
Florida
$246K
CIA
294
Capital Investment Advisors
Georgia
$246K -$26.2K -1,353 -9%
AAS
295
Avantax Advisory Services
Texas
$241K -$446K -23,055 -64%
DWP
296
Daymark Wealth Partners
Ohio
$237K +$246K +12,702 New
LGWM
297
Litman Gregory Wealth Management
California
$236K
DFA
298
DHJJ Financial Advisors
Illinois
$229K -$406 -21 -0.2%
AC
299
Anson Capital
Georgia
$228K
CWM
300
Connecticut Wealth Management
Connecticut
$228K +$812 +42 +0.3%