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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
376
Cape Investment Advisory
Georgia
$11.9K +$55 +3 +0.5%
AWM
377
Avior Wealth Management
Nebraska
$11.5K – – –
UB
378
UMB Bank
Missouri
$11.5K – – –
PK
379
Pflug Koory
Nebraska
$11.5K +$11.1K +600 New
SIS
380
Sound Income Strategies
Florida
$11.3K -$31.4K -1,701 -74%
LWA
381
Lowe Wealth Advisors
Maryland
$11.2K – – –
TF
382
TimeScale Financial
Massachusetts
$10.2K – – –
EWM
383
Endurance Wealth Management
Rhode Island
$10K – – –
AIC
384
Archer Investment Corporation
Indiana
$8.92K +$8.59K +465 New
CIAS
385
Capital Investment Advisory Services
North Carolina
$8.81K +$55 +3 +0.7%
GWANC
386
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.64K – – –
GWSG
387
GPS Wealth Strategies Group
Colorado
$6.22K – – –
HCM
388
Hollencrest Capital Management
California
$5.47K – – –
NRC
389
New Republic Capital
North Carolina
$5.47K – – –
DAM
390
Delta Asset Management
Tennessee
$5.18K – – –
CG
391
Cutler Group
California
$5K +$5.54K +300 New
SMA
392
Sage Mountain Advisors
Georgia
$4.61K +$4.43K +240 New
WWP
393
WR Wealth Planners
Missouri
$4.33K +$4.16K +225 New
SWA
394
SOA Wealth Advisors
New York
$4.14K – – –
CWP
395
Concord Wealth Partners
Virginia
$3.96K +$55 +3 +1%
KA
396
Kozak & Associates
Colorado
$3.64K – – –
WWMSC
397
Wagner Wealth Management (South Carolina)
South Carolina
$3.57K +$776 +42 +29%
WOSD
398
WFA of San Diego
California
$3.28K +$3.16K +171 New
FMP
399
Financial Management Professionals
Texas
$3K – – –
SFC
400
SYM Financial Corp
Indiana
$2.71K +$2.6K +141 New
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