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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
301
Valley National Advisers
Pennsylvania
$1.31M -$74.7K -2,793 -5%
PFA
302
Perryman Financial Advisory
Texas
$1.31M +$1.29M +48,113 New
NFG
303
Nations Financial Group
Iowa
$1.29M -$323K -12,082 -20%
BFP
304
Birchwood Financial Partners
Minnesota
$1.29M +$1.26M +47,226 New
YIH
305
Y-Intercept (HK)
Hong Kong
$1.28M -$513K -19,186 -29%
AIM
306
AMI Investment Management
Indiana
$1.28M – – –
BFA
307
Ballast Financial Advisors
Pennsylvania
$1.27M +$1.25M +46,782 New
RRA
308
Red Reef Advisors
Florida
$1.24M +$1.22M +45,750 New
S
309
SignatureFD
Georgia
$1.23M -$348 -13 -0%
GFP
310
Gryphon Financial Partners
Ohio
$1.23M +$141K +5,270 +13%
WWM
311
Western Wealth Management
Colorado
$1.21M +$658K +24,593 +123%
CIA
312
Capital Investment Advisors
Georgia
$1.21M +$231K +8,625 +24%
WPC
313
Wedmont Private Capital
Pennsylvania
$1.2M +$26.5K +992 +2%
FPH
314
Financial Planning Hawaii
Hawaii
$1.17M +$1.15M +42,816 New
MEG
315
Millstone Evans Group
Colorado
$1.16M +$1.14M +42,631 New
MWA
316
Medallion Wealth Advisors
Connecticut
$1.16M -$3.56K -133 -0.3%
KIA
317
KCM Investment Advisors
California
$1.15M – – –
KCIC
318
Kuhn & Co Investment Counsel
Illinois
$1.14M +$99.2K +3,707 +10%
CNBTD
319
Citizens National Bank Trust Department
Mississippi
$1.11M +$92.7K +3,466 +9%
IWC
320
Integrated Wealth Concepts
Massachusetts
$1.08M -$1.28M -47,854 -55%
PFM
321
Phillips Financial Management
Indiana
$1.08M +$41.6K +1,554 +4%
IAN
322
Integrated Advisors Network
Texas
$1.04M +$225K +8,391 +28%
CFD
323
Creative Financial Designs
Indiana
$1.04M +$64.6K +2,414 +7%
AC
324
Apella Capital
Connecticut
$1.04M -$5.33K -199 -0.5%
MBI
325
May Barnhard Investments
Maryland
$1.02M -$9.47K -354 -0.9%
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