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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
351
Sonora Investment Management Group
Arizona
$639K -$1.12K -48 -0.2%
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$638K -$69.6K -2,990 -10%
AWS
353
Atria Wealth Solutions
New York
$638K -$455K -19,563 -43%
BIG
354
Builder Investment Group
Georgia
$628K +$3.26K +140 +0.6%
SHGA
355
Sand Hill Global Advisors
California
$623K
BFA
356
Brown Financial Advisory
Alabama
$621K +$196K +8,417 +50%
TPI
357
Trust Point Inc
Wisconsin
$613K +$581K +24,972 New
WG
358
Welch Group
Alabama
$609K +$123K +5,265 +27%
WFA
359
Wellspring Financial Advisors
Ohio
$608K +$2.54K +109 +0.4%
CNTOF
360
Canandaigua National Trust of Florida
New York
$602K +$233K +10,020 +69%
CPA
361
Compass Planning Associates
Massachusetts
$591K +$2.44K +105 +0.4%
KW
362
Keyvantage Wealth
Pennsylvania
$584K
LI
363
Lafayette Investments
Maryland
$584K +$1.98K +85 +0.4%
IA
364
IFG Advisory
Georgia
$581K -$5K -215 -0.9%
TIAA Trust, National Association
365
TIAA Trust, National Association
North Carolina
$577K +$72K +3,094 +15%
HWM
366
HB Wealth Management
Georgia
$577K -$323K -13,883 -37%
Empower Advisory Group
367
Empower Advisory Group
Colorado
$573K +$156K +6,713 +40%
JIC
368
Joel Isaacson & Co
New York
$572K +$542K +23,295 New
SWP
369
Stratos Wealth Partners
Ohio
$571K
PAYA
370
Phil A. Younker & Associates
Alaska
$568K
AWM
371
Abound Wealth Management
Tennessee
$560K +$165K +7,087 +45%
CAM
372
Clark Asset Management
New Hampshire
$559K +$530K +22,761 New
CCM
373
Chilton Capital Management
Texas
$553K -$40.2K -1,727 -7%
NCM
374
Noesis Capital Mangement
Florida
$552K +$64.1K +2,757 +14%
DACG
375
Donor Advised Charitable Giving
California
$544K +$2.26K +97 +0.4%