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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
276
Appleton Partners
Massachusetts
$965K +$378K +15,594 +62%
CAL
277
Capital Analysts LLC
Pennsylvania
$949K -$263K -10,862 -21%
FTS
278
Fifth Third Securities
Ohio
$946K -$2.37M -97,667 -71%
MBI
279
May Barnhard Investments
Maryland
$932K +$453K +18,675 +90%
BFP
280
Beacon Financial Planning
Massachusetts
$929K +$8.51K +351 +0.9%
AOWM
281
Alpha Omega Wealth Management
Virginia
$927K +$76.4K +3,149 +9%
LFS
282
Legacy Financial Strategies
Kansas
$921K -$179K -7,395 -16%
HWM
283
HB Wealth Management
Georgia
$914K +$3.06K +126 +0.3%
EWA
284
EQ Wealth Advisors
Texas
$897K +$919K +37,895 New
SFG
285
Sage Financial Group
Pennsylvania
$868K -$7.35K -303 -0.8%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$866K +$247K +10,168 +39%
PCMC
287
Private Capital Management (Colorado)
Colorado
$852K -$132K -5,424 -13%
NRI
288
NFP Retirement Inc
California
$852K +$124K +5,095 +16%
AC
289
Apella Capital
Connecticut
$848K +$921 +38 +0.1%
TAM
290
Townsend Asset Management
North Carolina
$839K -$7.74K -319 -0.9%
SFG
291
Sovereign Financial Group
Connecticut
$838K +$16.3K +672 +2%
CCA
292
Clarity Capital Advisors
Florida
$836K +$4.03K +166 +0.5%
WPC
293
Wedmont Private Capital
Pennsylvania
$835K +$24 +1 +0%
PA
294
Parallel Advisors
California
$833K -$6.69K -276 -0.8%
FCH
295
Freestone Capital Holdings
Washington
$806K +$197K +8,108 +31%
VBFG
296
Vishria Bird Financial Group
Tennessee
$797K – – –
SPC
297
Sigma Planning Corp
Michigan
$785K +$98.4K +4,060 +14%
NJIM
298
Nabity-Jensen Investment Management
Nebraska
$784K +$160K +6,580 +25%
PCA
299
Prosperity Capital Advisors
Ohio
$781K +$103K +4,240 +15%
CIC
300
Carnegie Investment Counsel
Ohio
$781K +$76.6K +3,160 +11%