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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
301
Kuhn & Co Investment Counsel
Illinois
$936K +$220K +9,448 +33%
PFM
302
Phillips Financial Management
Indiana
$932K +$811K +34,842 +1,071%
TAM
303
Townsend Asset Management
North Carolina
$898K +$10.1K +436 +1%
SYBT
304
Stock Yards Bank & Trust
Kentucky
$893K +$152K +6,546 +22%
AC
305
Apella Capital
Connecticut
$890K +$814 +35 +0.1%
SFG
306
Sage Financial Group
Pennsylvania
$889K -$11.9K -510 -1%
TPA
307
Trivium Point Advisory
Connecticut
$886K -$12.8K -548 -1%
IAN
308
Integrated Advisors Network
Texas
$885K +$120K +5,155 +17%
CCA
309
Clarity Capital Advisors
Florida
$874K +$3.63K +156 +0.4%
NJIM
310
Nabity-Jensen Investment Management
Nebraska
$871K
CA
311
Continuum Advisory
Idaho
$869K +$309K +13,267 +60%
SFG
312
Sovereign Financial Group
Connecticut
$868K -$53.3K -2,290 -6%
BFP
313
Beacon Financial Planning
Massachusetts
$862K -$97.7K -4,199 -11%
FCH
314
Freestone Capital Holdings
Washington
$854K +$33.1K +1,422 +4%
FFA
315
Farther Finance Advisors
California
$854K +$454K +19,501 +127%
VA
316
Valmark Advisers
Ohio
$838K +$101K +4,330 +15%
LFS
317
Legacy Financial Strategies
Kansas
$837K +$21.5K +925 +3%
VBFG
318
Vishria Bird Financial Group
Tennessee
$826K
ACA
319
Aptus Capital Advisors
Alabama
$809K -$6.42K -276 -0.8%
Tudor Investment Corp
320
Tudor Investment Corp
Connecticut
$809K +$767K +32,949 New
CIAS
321
CFS Investment Advisory Services
New Jersey
$797K -$303K -13,027 -29%
AAS
322
Ameritas Advisory Services
Nebraska
$786K -$855K -36,732 -53%
SPIA
323
Steward Partners Investment Advisory
New York
$786K +$44.3K +1,902 +6%
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$781K +$741K +31,833 New
HWM
325
HRC Wealth Management
Idaho
$778K +$3.21K +138 +0.4%