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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
326
Wedmont Private Capital
Pennsylvania
$1.25M +$170 +6 +0%
AO
327
Advisor OS
Illinois
$1.24M +$770K +27,174 +157%
FPH
328
Financial Planning Hawaii
Hawaii
$1.21M +$20.7K +731 +2%
IAA
329
Independent Advisor Alliance
North Carolina
$1.21M +$757K +26,713 +160%
KIA
330
KCM Investment Advisors
California
$1.18M
GIL
331
Go Invest LLC
Utah
$1.16M +$168K +5,943 +17%
MEG
332
Millstone Evans Group
Colorado
$1.16M -$29.5K -1,040 -2%
HWM
333
HB Wealth Management
Georgia
$1.15M +$463K +16,328 +65%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$1.13M -$283K -9,977 -20%
US Bancorp
335
US Bancorp
Minnesota
$1.12M +$380K +13,405 +50%
SYBT
336
Stock Yards Bank & Trust
Kentucky
$1.11M +$84.1K +2,967 +8%
BFP
337
Beacon Financial Planning
Massachusetts
$1.1M +$120K +4,218 +12%
Vanguard Advisers Inc
338
Vanguard Advisers Inc
Pennsylvania
$1.09M +$1.11M +39,043 New
CA
339
CoreCap Advisors
Michigan
$1.09M +$313K +11,030 +39%
HI
340
Harbour Investments
Wisconsin
$1.08M +$503K +17,759 +84%
AC
341
Apella Capital
Connecticut
$1.06M -$57.2K -2,019 -5%
DM
342
Diversified Management
Wisconsin
$1.06M +$14.2K +501 +1%
CFD
343
Creative Financial Designs
Indiana
$1.05M -$10.4K -366 -1%
Vanguard National Trust
344
Vanguard National Trust
Pennsylvania
$1.05M +$1.07M +37,643 New
CA
345
Continuum Advisory
Idaho
$1.03M -$1.02K -36 -0.1%
SFG
346
Sage Financial Group
Pennsylvania
$1.03M
MBI
347
May Barnhard Investments
Maryland
$1.02M -$30.1K -1,061 -3%
PWM
348
Platt Wealth Management
California
$1.01M +$98.2K +3,464 +11%
CCA
349
Clarity Capital Advisors
Florida
$1M +$4.14K +146 +0.4%
BFC
350
Bedel Financial Consulting
Indiana
$1M +$659K +23,245 +182%