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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
326
Prosperity Capital Advisors
Ohio
$633K -$149K -6,152 -19%
EAM
327
Evanson Asset Management
California
$624K
SIM
328
Studio Investment Management
Illinois
$623K +$37.3K +1,541 +6%
LKBC
329
L.K. Benson & Company
Maryland
$622K -$242 -10 -0%
Baird Financial Group
330
Baird Financial Group
Wisconsin
$620K +$635K +26,274 New
SIMG
331
Sonora Investment Management Group
Arizona
$616K +$8.05K +333 +1%
AAS
332
Avantax Advisory Services
Texas
$603K +$149K +6,181 +32%
BIG
333
Builder Investment Group
Georgia
$601K
SHGA
334
Sand Hill Global Advisors
California
$599K
WFA
335
Wellspring Financial Advisors
Ohio
$582K +$2.68K +111 +0.5%
CCM
336
Chilton Capital Management
Texas
$572K -$193K -7,995 -25%
CPA
337
Compass Planning Associates
Massachusetts
$566K +$2.61K +108 +0.5%
MWM
338
Maridea Wealth Management
New York
$565K -$19.2K -796 -3%
IA
339
IFG Advisory
Georgia
$565K +$182K +7,545 +46%
KW
340
Keyvantage Wealth
Pennsylvania
$562K
HR
341
Howe & Rusling
New York
$560K +$35.1K +1,453 +7%
LI
342
Lafayette Investments
Maryland
$560K +$3.05K +126 +0.5%
CFD
343
Creative Financial Designs
Indiana
$556K +$20.9K +864 +4%
US Bancorp
344
US Bancorp
Minnesota
$552K -$71.2K -2,944 -11%
SWP
345
Stratos Wealth Partners
Ohio
$549K -$909K -37,608 -62%
PAYA
346
Phil A. Younker & Associates
Alaska
$547K +$125K +5,156 +29%
RIA
347
Regal Investment Advisors
Michigan
$535K +$1.43K +59 +0.3%
WWA
348
WCG Wealth Advisors
Nevada
$525K +$92.1K +3,809 +21%
JLBC
349
J.L. Bainbridge & Co
Florida
$524K
CA
350
Continuum Advisory
Idaho
$523K +$53.5K +2,214 +11%