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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
326
Plante Moran Financial Advisors
Michigan
$45K +$21.1K +1,095 +92%
ME
327
McIlrath & Eck
Washington
$42K – – –
JPLA
328
Joseph P. Lucia & Associates
New York
$42K +$41.9K +2,175 New
AF
329
Allworth Financial
California
$37K +$1.1K +57 +3%
JP Morgan Chase
330
JP Morgan Chase
New York
$34K -$10.8K -561 -25%
CTC
331
Central Trust Company
Missouri
$33K – – –
PFA
332
Professional Financial Advisors
Nebraska
$32K +$31.3K +1,626 New
WFA
333
WestHill Financial Advisors
California
$31K – – –
CIA
334
Choate Investment Advisors
Massachusetts
$29K – – –
IRC
335
Investors Research Corp
Georgia
$28K – – –
RP
336
Rice Partnership
Hawaii
$27K – – –
MHR
337
Matthew Hamilton Rosenberg
$26K – – –
MA
338
MUFG Americas
New York
$25K – – –
IWP
339
IAG Wealth Partners
Wisconsin
$25K +$24.5K +1,272 New
CFGS
340
Concourse Financial Group Securities
Alabama
$24K -$59.1K -3,066 -71%
WT
341
Washington Trust
Rhode Island
$24K +$15.8K +822 +201%
HWMA
342
Heritage Wealth Management (Arizona)
Arizona
$24K +$23.4K +1,215 New
BAM
343
Bellevue Asset Management
Washington
$23K -$84.5K -4,383 -79%
ATC
344
Adirondack Trust Company
New York
$23K – – –
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$23K – – –
PFGIA
346
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$22.7K +1,176 New
SLWA
347
San Luis Wealth Advisors
California
$23K +$22.7K +1,176 New
BlackRock
348
BlackRock
New York
$21K -$1.04K -54 -5%
HS
349
Horan Securities
United States
$21K – – –
HPC
350
HM Payson & Co
Maine
$21K +$58 +3 +0.3%