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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
301
FinTrust Capital Advisors
South Carolina
$448K
IA
302
IFP Advisors
Florida
$446K +$116K +5,436 +38%
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$443K +$31.3K +1,473 +8%
William Blair & Company
304
William Blair & Company
Illinois
$443K +$893 +42 +0.2%
WG
305
Welch Group
Alabama
$439K
LWA
306
Lantern Wealth Advisors
New York
$436K +$413K +19,404 New
HIP
307
HUB Investment Partners
Texas
$429K -$127K -5,985 -24%
D.E. Shaw & Co
308
D.E. Shaw & Co
New York
$423K +$400K +18,819 New
BPA
309
Beacon Pointe Advisors
California
$420K +$71.1K +3,345 +22%
BCM
310
Brookstone Capital Management
Illinois
$418K +$9.82K +462 +3%
NDSI
311
Newman Dignan & Sheerar Inc
Rhode Island
$412K -$33.2K -1,563 -8%
TFA
312
Tobias Financial Advisors
Florida
$402K +$22.8K +1,071 +6%
LI
313
Lafayette Investments
Maryland
$392K +$3.89K +183 +1%
CIC
314
Carnegie Investment Counsel
Ohio
$390K +$83.7K +3,936 +29%
PCA
315
Prosperity Capital Advisors
Ohio
$389K +$52.5K +2,469 +17%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$387K +$81.8K +3,846 +29%
MFC
317
Morris Financial Concepts
South Carolina
$380K -$24K -1,128 -6%
MWM
318
Modera Wealth Management
New Jersey
$379K +$50.8K +2,388 +16%
PP
319
Patten & Patten
Tennessee
$378K -$55K -2,589 -13%
JFG
320
JMG Financial Group
Illinois
$375K +$638 +30 +0.2%
MCM
321
Mengis Capital Management
Oregon
$373K +$41.5K +1,950 +13%
Stifel Financial
322
Stifel Financial
Missouri
$371K +$351K +16,527 New
RJT
323
Raymond James Trust
Florida
$369K
GF
324
Goodman Financial
Texas
$361K +$342K +16,080 New
Members Trust
325
Members Trust
Florida
$354K