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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
276
Curtis Advisory Group
California
$556K -$20.6K -933 -4%
FF
277
Francis Financial
$548K +$541K +24,549 New
SIM
278
Studio Investment Management
Illinois
$546K -$12.5K -567 -2%
WFA
279
Wellspring Financial Advisors
Ohio
$540K
DACG
280
Donor Advised Charitable Giving
California
$540K
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$534K -$18.2K -825 -3%
JCM
282
Jacobi Capital Management
Pennsylvania
$528K +$522K +23,655 New
VCM
283
Vivaldi Capital Management
Illinois
$526K -$16.5K -747 -3%
PCA
284
Prosperity Capital Advisors
Ohio
$521K +$133K +6,048 +35%
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
$520K -$43K -1,950 -8%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$513K +$128K +5,787 +34%
CAL
287
Capital Analysts LLC
Pennsylvania
$511K +$472K +21,414 +1,433%
DBIA
288
Dumont & Blake Investment Advisors
New Jersey
$510K +$184K +8,352 +58%
William Blair & Company
289
William Blair & Company
Illinois
$509K +$68.6K +3,111 +16%
CIA
290
Capital Investment Advisors
Georgia
$506K +$31.9K +1,449 +7%
Empower Advisory Group
291
Empower Advisory Group
Colorado
$501K +$231K +10,458 +87%
Stifel Financial
292
Stifel Financial
Missouri
$498K +$127K +5,778 +35%
RIA
293
Regal Investment Advisors
Michigan
$496K +$3.04K +138 +0.6%
CW
294
CreativeOne Wealth
Kansas
$492K -$6.48K -294 -1%
SIMG
295
Sonora Investment Management Group
Arizona
$486K
CFD
296
Creative Financial Designs
Indiana
$485K +$15.7K +714 +3%
NCM
297
Next Capital Management
New York
$482K +$184K +8,361 +63%
CWC
298
Carolinas Wealth Consulting
North Carolina
$479K
PA
299
Parallel Advisors
California
$476K
WA
300
WESPAC Advisors
California
$470K -$102K -4,638 -18%