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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
326
Principia Wealth Advisory
Texas
$822K -$725K -28,555 -48%
SPIA
327
Steward Partners Investment Advisory
New York
$817K -$24.5K -966 -3%
WI
328
Westbourne Investments
Virginia
$807K -$217K -8,535 -22%
CT
329
Colonial Trust
South Carolina
$784K +$359K +14,151 +90%
IAN
330
Integrated Advisors Network
Texas
$782K -$160K -6,318 -18%
AP
331
Appleton Partners
Massachusetts
$770K -$54.9K -2,162 -7%
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$760K +$73.9K +2,909 +11%
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$752K -$12.4K -489 -2%
HIP
334
HUB Investment Partners
Texas
$743K -$40.5K -1,597 -5%
SIMG
335
Sonora Investment Management Group
Arizona
$742K +$54.8K +2,160 +8%
CW
336
Channel Wealth
California
$735K -$76.1K -2,996 -10%
JIC
337
Johnson Investment Counsel
Ohio
$725K -$13.1K -517 -2%
SIM
338
Studio Investment Management
Illinois
$703K -$13.2K -520 -2%
HR
339
Howe & Rusling
New York
$702K -$84.7K -3,337 -11%
LKBC
340
L.K. Benson & Company
Maryland
$700K +$2.56K +101 +0.4%
US Bancorp
341
US Bancorp
Minnesota
$697K +$3.91K +154 +0.6%
EAM
342
Evanson Asset Management
California
$695K
IFG
343
Independent Financial Group
California
$683K +$144K +5,687 +28%
BIG
344
Builder Investment Group
Georgia
$668K -$4.49K -177 -0.7%
SHGA
345
Sand Hill Global Advisors
California
$667K
PAYA
346
Phil A. Younker & Associates
Alaska
$666K +$54.6K +2,150 +9%
KeyBank National Association
347
KeyBank National Association
Ohio
$661K +$199K +7,826 +45%
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$660K +$40.5K +1,596 +7%
TPI
349
Trust Point Inc
Wisconsin
$657K
WFA
350
Wellspring Financial Advisors
Ohio
$654K +$2.59K +102 +0.4%