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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
376
Sigma Planning Corp
Michigan
$973K +$87.1K +2,886 +10%
RWP
377
Revolve Wealth Partners
New Jersey
$970K -$84.4K -2,796 -8%
YIH
378
Y-Intercept (HK)
Hong Kong
$968K +$939K +31,118 New
CWA
379
Crusonia Wealth Advisors
Colorado
$965K +$18.2K +604 +2%
MEG
380
Millstone Evans Group
Colorado
$945K -$338K -11,207 -27%
AP
381
Appleton Partners
Massachusetts
$919K +$77.5K +2,567 +10%
TPI
382
Trust Point Inc
Wisconsin
$890K +$97.9K +3,245 +13%
IAN
383
Integrated Advisors Network
Texas
$878K -$157K -5,190 -16%
SWP
384
Stratos Wealth Partners
Ohio
$877K +$63.4K +2,100 +8%
MS
385
Monetary Solutions
Ohio
$874K +$604 +20 +0.1%
SPIA
386
Steward Partners Investment Advisory
New York
$871K -$47.4K -1,570 -5%
Nuveen
387
Nuveen
North Carolina
$865K +$839K +27,805 New
MA
388
Montag & Associates
Georgia
$865K +$43.8K +1,450 +6%
WAT
389
Wealth Advisory Team
Kentucky
$861K +$835K +27,682 New
Baird Financial Group
390
Baird Financial Group
Wisconsin
$856K +$46.4K +1,537 +6%
Natixis Advisors
391
Natixis Advisors
Massachusetts
$856K +$274K +9,075 +49%
AFG
392
Atomi Financial Group
New York
$845K +$432K +14,314 +111%
CAL
393
Capital Analysts LLC
Pennsylvania
$845K -$37.7K -1,249 -4%
CAM
394
Clark Asset Management
New Hampshire
$835K +$62.6K +2,074 +8%
LKBC
395
L.K. Benson & Company
Maryland
$834K +$2.81K +93 +0.3%
KA
396
KLCM Advisors
Wisconsin
$830K -$4.1K -136 -0.5%
EF
397
Evanson Financial
Virginia
$822K +$798K +26,442 New
SIM
398
Studio Investment Management
Illinois
$806K -$52.8K -1,751 -6%
JFG
399
JMG Financial Group
Illinois
$796K +$92.2K +3,055 +14%
MCM
400
Mengis Capital Management
Oregon
$795K +$26.5K +877 +4%