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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
351
Benjamin F. Edwards & Company
Missouri
$20K +$19.4K +1,005 New
S
352
SignatureFD
Georgia
$19K -$20.1K -1,041 -51%
SSB
353
Sandy Spring Bank
Maryland
$19K +$4.51K +234 +32%
RIM
354
Rockbridge Investment Management
New York
$18.9K – – –
UB
355
UMB Bank
Missouri
$17K -$67K -3,477 -80%
KFI
356
Key Financial Inc
Pennsylvania
$15K -$11.7K -606 -45%
APW
357
Acima Private Wealth
Virginia
$14K – – –
FCG
358
Financial Connections Group
California
$11K -$3.64K -189 -25%
GT
359
Glenmede Trust
Pennsylvania
$11K – – –
RF
360
Robbins Farley
New Hampshire
$11K – – –
FAG
361
Fortitude Advisory Group
Washington
$11K +$7.4K +384 +197%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$11K +$10.5K +546 New
LWA
363
Lowe Wealth Advisors
Maryland
$11K +$11.3K +585 New
GRP
364
Global Retirement Partners
California
$11K +$12.1K +630 New
AAP
365
Arax Advisory Partners
Colorado
$10K – – –
TF
366
TimeScale Financial
Massachusetts
$10K – – –
ACA
367
Aptus Capital Advisors
Alabama
$9K – – –
CIAS
368
Capital Investment Advisory Services
North Carolina
$9K +$58 +3 +0.7%
HA
369
Herold Advisors
New York
$8.95K +$8.85K +459 New
CA
370
Clearstead Advisors
Ohio
$8K – – –
TCWA
371
Ten Capital Wealth Advisors
Washington
$8K +$7.52K +390 New
AssetMark Inc
372
AssetMark Inc
California
$8K +$7.92K +411 New
CAL
373
Capital Analysts LLC
Pennsylvania
$8K +$7.92K +411 New
Citigroup
374
Citigroup
New York
$7K +$694 +36 +11%
BWL
375
Bogart Wealth LLC
Virginia
$6K -$6.3K -327 -51%