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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
276
WCG Wealth Advisors
Nevada
$1.28M +$694K +29,807 +134%
NRI
277
NFP Retirement Inc
California
$1.28M +$267K +11,493 +28%
PWM
278
Prosperity Wealth Management
California
$1.24M +$1.18M +50,504 New
HI
279
Harbour Investments
Wisconsin
$1.24M -$243K -10,452 -17%
VNA
280
Valley National Advisers
Pennsylvania
$1.24M -$50K -2,151 -4%
BFG
281
Berger Financial Group
Minnesota
$1.24M +$372 +16 +0%
VAF
282
Values Added Financial
District of Columbia
$1.22M – – –
AIA
283
Arcadia Investment Advisors
Idaho
$1.16M -$45.5K -1,956 -4%
AIM
284
AMI Investment Management
Indiana
$1.15M -$1.54M -66,018 -58%
AOWM
285
Alpha Omega Wealth Management
Virginia
$1.15M +$83K +3,568 +8%
S
286
SignatureFD
Georgia
$1.11M +$15.3K +656 +1%
JWCA
287
J.W. Cole Advisors
Florida
$1.1M +$1.04M +44,832 New
AAS
288
Avantax Advisory Services
Texas
$1.1M +$444K +19,100 +75%
APC
289
Asset Planning Corporation
Tennessee
$1.08M -$269K -11,564 -21%
MWA
290
Medallion Wealth Advisors
Connecticut
$1.07M -$22.7K -974 -2%
YIH
291
Y-Intercept (HK)
Hong Kong
$1.06M +$1M +43,078 New
WPC
292
Wedmont Private Capital
Pennsylvania
$1.05M +$13.3K +572 +1%
CIC
293
Carnegie Investment Counsel
Ohio
$1.05M +$127K +5,453 +15%
KIA
294
KCM Investment Advisors
California
$1.04M -$17.3K -744 -2%
SC
295
SouthState Corp
Florida
$1.02M -$11.1K -477 -1%
CPA
296
Clear Point Advisors
New York
$973K -$477K -20,509 -34%
WI
297
Westbourne Investments
Virginia
$954K -$34.1K -1,464 -4%
GFP
298
Gryphon Financial Partners
Ohio
$953K +$904K +38,848 New
MBI
299
May Barnhard Investments
Maryland
$946K +$39.9K +1,715 +5%
PA
300
Parallel Advisors
California
$937K +$40K +1,719 +5%
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