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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
376
Pacific Capital Wealth Advisors
California
$166K +$155K +8,052 New
PMFA
377
Plante Moran Financial Advisors
Michigan
$159K +$35.3K +1,833 +31%
RIL
378
Rothschild Investment LLC
Illinois
$157K +$146K +7,584 New
SSB
379
Sandy Spring Bank
Maryland
$153K
NCM
380
Northwest Capital Management
Oregon
$149K
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
$149K +$14.1K +735 +11%
AF
382
Allworth Financial
California
$132K +$8.08K +420 +7%
BTI
383
Blue Trust Inc
Georgia
$124K +$127K +6,624 New
CJ
384
Caitlin John
Michigan
$123K +$115K +5,961 New
FRA
385
Front Row Advisors
California
$119K
RG
386
Retirement Group
California
$118K
GGI
387
Godsey & Gibb Inc
Virginia
$114K -$34.3K -1,785 -24%
LC
388
Lindbrook Capital
California
$113K -$93.2K -4,845 -47%
ADL
389
Asset Dedication LLC
California
$108K -$8.54K -444 -8%
FPF
390
First Pacific Financial
Washington
$105K +$519 +27 +0.5%
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$93.4K -$40.4K -2,100 -32%
GJIA
392
Glass Jacobson Investment Advisors
Maryland
$93.4K +$9.69K +504 +13%
HNB
393
Huntington National Bank
Ohio
$88.1K
CA
394
Crewe Advisors
Utah
$88K +$81.9K +4,260 New
Citigroup
395
Citigroup
New York
$82.9K +$58 +3 +0.1%
FHA
396
First Horizon Advisors
Tennessee
$81.3K +$75.7K +3,936 New
AT
397
Arlington Trust
Alabama
$80.2K +$74.7K +3,885 New
KWAG
398
Kiely Wealth Advisory Group
North Carolina
$76.3K +$70K +3,642 New
SIC
399
SJS Investment Consulting
Ohio
$73.7K
FFA
400
Farther Finance Advisors
California
$73.5K -$24.3K -1,263 -26%