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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Apella Capital
Connecticut
$996K +$59.4K +2,338 +7%
SPC
302
Sigma Planning Corp
Michigan
$987K -$1.48M -58,298 -61%
CNBTD
303
Citizens National Bank Trust Department
Mississippi
$977K +$944K +37,161 New
PA
304
Parallel Advisors
California
$973K -$29.8K -1,173 -3%
SFG
305
Sage Financial Group
Pennsylvania
$968K +$14.8K +583 +2%
LFS
306
Legacy Financial Strategies
Kansas
$958K +$58.9K +2,320 +7%
SYBT
307
Stock Yards Bank & Trust
Kentucky
$957K
NJIM
308
Nabity-Jensen Investment Management
Nebraska
$947K +$13.2K +518 +1%
CIA
309
Capital Investment Advisors
Georgia
$941K +$127K +5,000 +16%
CCA
310
Clarity Capital Advisors
Florida
$941K +$3.76K +148 +0.4%
CFD
311
Creative Financial Designs
Indiana
$937K +$219K +8,607 +32%
CA
312
Continuum Advisory
Idaho
$927K -$4.8K -189 -0.5%
BFP
313
Beacon Financial Planning
Massachusetts
$926K +$2.29K +90 +0.3%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$917K -$693K -27,307 -44%
FCH
315
Freestone Capital Holdings
Washington
$915K
VBFG
316
Vishria Bird Financial Group
Tennessee
$885K
Betterment LLC
317
Betterment LLC
New York
$880K +$113K +4,462 +15%
FFA
318
Farther Finance Advisors
California
$877K -$37.2K -1,464 -4%
HWMO
319
Heritage Wealth Management (Ohio)
Ohio
$870K +$172K +6,794 +26%
CIAS
320
CFS Investment Advisory Services
New Jersey
$849K -$17.6K -694 -2%
ACA
321
Aptus Capital Advisors
Alabama
$845K -$21.4K -843 -3%
HWM
322
HRC Wealth Management
Idaho
$842K +$7.97K +314 +1%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$837K
AFP
324
Ausdal Financial Partners
Iowa
$825K +$82.8K +3,263 +12%
RWP
325
Revolve Wealth Partners
New Jersey
$823K -$2.54K -100 -0.3%