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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Whipplewood Advisors
Colorado
$1.79M -$40.6K -1,344 -2%
SWASL
302
Spartan Wealth Advisory Services LLC
Michigan
$1.77M +$175K +5,801 +11%
CIA
303
Capital Investment Advisors
Georgia
$1.77M -$151K -4,997 -8%
PFA
304
Perryman Financial Advisory
Texas
$1.74M +$95.2K +3,153 +6%
PWPS
305
Pinnacle Wealth Planning Services
Ohio
$1.7M
CNBTD
306
Citizens National Bank Trust Department
Mississippi
$1.7M +$195K +6,469 +13%
SPWM
307
Schrum Private Wealth Management
Florida
$1.69M -$1.46M -48,450 -65%
BAMG
308
Brand Asset Management Group
Missouri
$1.69M -$23.1K -767 -1%
JCM
309
Jacobi Capital Management
Pennsylvania
$1.68M +$6.16K +204 +0.4%
LFG
310
Larson Financial Group
Missouri
$1.67M -$526K -17,415 -25%
AC
311
Avestar Capital
New York
$1.63M
MCM
312
MidAtlantic Capital Management
Virginia
$1.6M -$79.9K -2,647 -5%
CPP
313
Capasso Planning Partners
South Carolina
$1.58M -$33.6K -1,114 -2%
GFP
314
Gryphon Financial Partners
Ohio
$1.58M +$82.1K +2,720 +6%
YWM
315
Yoder Wealth Management
California
$1.55M -$201K -6,662 -12%
VAF
316
Values Added Financial
District of Columbia
$1.55M
RRA
317
Red Reef Advisors
Florida
$1.54M +$5.34K +177 +0.4%
KWA
318
Kingswood Wealth Advisors
California
$1.52M +$29.2K +969 +2%
MA
319
McGrath & Associates
North Carolina
$1.51M -$211K -6,995 -13%
AIM
320
AMI Investment Management
Indiana
$1.5M
FPH
321
Financial Planning Hawaii
Hawaii
$1.5M +$143K +4,749 +11%
Janney Montgomery Scott
322
Janney Montgomery Scott
Pennsylvania
$1.5M +$560K +18,553 +62%
US Bancorp
323
US Bancorp
Minnesota
$1.5M +$239K +7,907 +20%
SIC
324
Salem Investment Counselors
North Carolina
$1.48M -$228K -7,542 -14%
NFG
325
Nations Financial Group
Iowa
$1.48M -$9.9K -328 -0.7%