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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
351
Breakwater Capital Group
New Jersey
$507K +$100K +4,123 +24%
WP
352
WealthPLAN Partners
Nebraska
$506K -$17.6K -726 -3%
CWC
353
Carolinas Wealth Consulting
North Carolina
$505K – – –
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$505K +$517K +21,312 New
QCM
355
QRG Capital Management
Illinois
$499K -$8.56K -353 -2%
FF
356
Francis Financial
$492K -$91.2K -3,762 -15%
TC
357
TownSquare Capital
Utah
$490K +$66.6K +2,745 +15%
CA
358
Continuum Advisory
Idaho
$472K -$787K -32,441 -62%
Financial Engines Advisors
359
Financial Engines Advisors
California
$472K +$163K +6,712 +51%
DC
360
Dahring Cusmano
Michigan
$466K +$477K +19,659 New
IA
361
Integrity Alliance
Iowa
$464K +$476K +19,614 New
CA
362
CGN Advisors
Kansas
$463K +$4.22K +174 +0.9%
WG
363
Welch Group
Alabama
$462K – – –
BCM
364
Brookstone Capital Management
Illinois
$460K -$4.03K -166 -0.8%
AAS
365
Avantax Advisory Services
Texas
$459K +$169K +6,984 +56%
NCM
366
Noesis Capital Mangement
Florida
$452K – – –
MCM
367
Mengis Capital Management
Oregon
$450K – – –
CL
368
Choreo LLC
Illinois
$439K -$9.94K -410 -2%
WWA
369
WCG Wealth Advisors
Nevada
$436K +$446K +18,410 New
DWM
370
Darwin Wealth Management
Florida
$433K -$45.9K -1,893 -9%
LGWM
371
Litman Gregory Wealth Management
California
$430K +$122K +5,025 +38%
RA
372
RFG Advisory
Alabama
$429K +$439K +18,096 New
PAYA
373
Phil A. Younker & Associates
Alaska
$426K +$436K +18,000 New
TFA
374
Tobias Financial Advisors
Florida
$424K – – –
EWM
375
Executive Wealth Management
Michigan
$423K +$5.41K +223 +1%