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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
376
MCF Advisors
Kentucky
$261K +$11.7K +531 +5%
WCA
377
Westover Capital Advisors
Delaware
$258K +$9.46K +429 +4%
AAS
378
Avantax Advisory Services
Texas
$256K +$253K +11,478 New
BRWA
379
B. Riley Wealth Advisors
Florida
$256K -$648K -29,412 -72%
DFA
380
DHJJ Financial Advisors
Illinois
$255K
CL
381
Choreo LLC
Illinois
$255K -$14.8K -672 -6%
AO
382
Advisor OS
Illinois
$254K -$17.7K -801 -7%
CFG
383
Citizens Financial Group
Rhode Island
$252K +$247K +11,220 New
SSW
384
Stone Summit Wealth
Florida
$252K
CP
385
Creekside Partners
California
$250K +$247K +11,202 New
WCFA
386
Walkner Condon Financial Advisors
Wisconsin
$244K -$9.79K -444 -4%
WJWM
387
Williams Jones Wealth Management
New York
$242K +$8.6K +390 +4%
TLP
388
Trinity Legacy Partners
Texas
$242K +$239K +10,842 New
WWM
389
Western Wealth Management
Colorado
$237K -$794 -36 -0.3%
SHFA
390
SC&H Financial Advisors
Maryland
$237K
SWM
391
SeaCrest Wealth Management
New York
$236K
SAM
392
SignalPoint Asset Management
Missouri
$236K +$4.96K +225 +2%
GC
393
Grimes & Company
Massachusetts
$232K +$229K +10,377 New
BAWC
394
Boyce & Associates Wealth Consulting
Texas
$231K -$5.49K -249 -2%
FFS
395
Founders Financial Securities
Maryland
$228K +$226K +10,230 New
SC
396
Sinecera Capital
Texas
$228K
Vanguard Personalized Indexing Management
397
Vanguard Personalized Indexing Management
California
$226K -$232K -10,503 -51%
CWM
398
Castle Wealth Management
Florida
$223K -$10.3K -465 -4%
HWP
399
Highline Wealth Partners
California
$223K +$154K +7,002 +236%
SC
400
SouthState Corp
Florida
$222K -$5.03K -228 -2%