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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Medallion Wealth Advisors
Connecticut
$1.04M +$5.8K +240 +0.5%
AOWM
277
Alpha Omega Wealth Management
Virginia
$1.02M +$100K +4,154 +11%
KIA
278
KCM Investment Advisors
California
$1.02M -$9.14K -378 -0.9%
SC
279
SouthState Corp
Florida
$994K +$817K +33,798 +407%
SA
280
Sanctuary Advisors
Indiana
$984K +$42.6K +1,762 +4%
WEG
281
World Equity Group
Illinois
$958K -$877K -36,283 -47%
NRI
282
NFP Retirement Inc
California
$956K +$109K +4,518 +13%
WI
283
Westbourne Investments
Virginia
$953K -$12.2K -506 -1%
BFP
284
Beacon Financial Planning
Massachusetts
$928K +$2.39K +99 +0.3%
WPC
285
Wedmont Private Capital
Pennsylvania
$921K +$149K +6,150 +17%
SFG
286
Sovereign Financial Group
Connecticut
$890K +$55.7K +2,304 +7%
FVWA
287
Foster Victor Wealth Advisors
South Carolina
$884K -$187K -7,744 -16%
HWM
288
HB Wealth Management
Georgia
$883K -$29.2K -1,209 -3%
TC
289
TownSquare Capital
Utah
$881K +$402K +16,626 +80%
MBI
290
May Barnhard Investments
Maryland
$869K -$61.1K -2,528 -6%
SFG
291
Sage Financial Group
Pennsylvania
$867K +$1.45K +60 +0.2%
TPA
292
Trivium Point Advisory
Connecticut
$865K -$2.69M -111,358 -75%
PA
293
Parallel Advisors
California
$861K +$31.1K +1,288 +4%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$860K -$3.36K -139 -0.4%
TAM
295
Townsend Asset Management
North Carolina
$854K +$17.8K +737 +2%
NJIM
296
Nabity-Jensen Investment Management
Nebraska
$838K +$57.8K +2,389 +7%
CCA
297
Clarity Capital Advisors
Florida
$837K +$3.84K +159 +0.5%
RWP
298
Revolve Wealth Partners
New Jersey
$824K +$110K +4,551 +15%
AC
299
Apella Capital
Connecticut
$806K +$894 +37 +0.1%
VBFG
300
Vishria Bird Financial Group
Tennessee
$794K