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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
276
HB Wealth Management
Georgia
$544K +$158K +7,431 +44%
WFA
277
Wellspring Financial Advisors
Ohio
$544K +$2.17K +102 +0.4%
JIC
278
Johnson Investment Counsel
Ohio
$543K -$8.1K -381 -2%
DACG
279
Donor Advised Charitable Giving
California
$543K +$2.23K +105 +0.4%
HR
280
Howe & Rusling
New York
$541K +$169K +7,965 +49%
VCM
281
Vivaldi Capital Management
Illinois
$540K +$255 +12 +0%
FCH
282
Freestone Capital Holdings
Washington
$539K +$146K +6,849 +40%
BMM
283
Berkshire Money Management
Massachusetts
$538K -$167K -7,845 -25%
NRI
284
NFP Retirement Inc
California
$537K +$270K +12,723 +114%
DWM
285
Darwin Wealth Management
Florida
$527K -$35.8K -1,686 -7%
ICG
286
InterOcean Capital Group
Tennessee
$525K -$138K -6,504 -22%
Betterment LLC
287
Betterment LLC
New York
$521K +$100K +4,704 +25%
EFG
288
Embree Financial Group
Illinois
$505K -$49.9K -2,349 -9%
CW
289
CreativeOne Wealth
Kansas
$502K +$15.2K +717 +3%
RIA
290
Regal Investment Advisors
Michigan
$496K +$172K +8,100 +58%
CA
291
Continuum Advisory
Idaho
$489K -$1.03M -48,621 -69%
SIMG
292
Sonora Investment Management Group
Arizona
$486K +$131K +6,156 +40%
CWC
293
Carolinas Wealth Consulting
North Carolina
$479K
PA
294
Parallel Advisors
California
$479K +$64 +3 +0%
WP
295
WealthPLAN Partners
Nebraska
$478K -$3.13K -147 -0.7%
CIA
296
Capital Investment Advisors
Georgia
$476K +$36.5K +1,716 +9%
RVPG
297
Relative Value Partners Group
$474K
CFD
298
Creative Financial Designs
Indiana
$471K +$45K +2,115 +11%
QCM
299
QRG Capital Management
Illinois
$471K -$19.8K -930 -4%
Vanguard Personalized Indexing Management
300
Vanguard Personalized Indexing Management
California
$463K -$397K -18,669 -48%