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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
401
First Pacific Financial
Washington
$125K +$10.5K +495 +10%
SSB
402
Sandy Spring Bank
Maryland
$122K -$41.7K -1,962 -27%
KWA
403
Kingswood Wealth Advisors
California
$121K +$72.5K +3,408 +7%
BIM
404
Breakwater Investment Management
Washington
$121K +$115K +5,388 New
GGI
405
Godsey & Gibb Inc
Virginia
$121K -$3.32K -156 -3%
LC
406
Lindbrook Capital
California
$120K -$2.93K -138 -3%
GJIA
407
Glass Jacobson Investment Advisors
Maryland
$118K +$15.7K +738 +16%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$113K +$45.3K +2,133 +73%
Citigroup
409
Citigroup
New York
$110K +$18.3K +861 +21%
HNB
410
Huntington National Bank
Ohio
$106K
UB
411
UMB Bank
Missouri
$98.8K +$93.5K +4,398 New
BL
412
Balentine LLC
Georgia
$98.2K +$92.9K +4,371 New
CA
413
Crewe Advisors
Utah
$95.7K
CA
414
Clearstead Advisors
Ohio
$89.6K -$192K -9,030 -69%
CFS
415
CGC Financial Services
Oregon
$88.8K -$4.71M -221,583 -98%
AT
416
Arlington Trust
Alabama
$87.3K
SIC
417
SJS Investment Consulting
Ohio
$81.7K +$1.4K +66 +2%
FFA
418
Farther Finance Advisors
California
$79.7K
LTI
419
Laffer Tengler Investments
Tennessee
$79.7K +$75.4K +3,546 New
KWAG
420
Kiely Wealth Advisory Group
North Carolina
$79.4K
ADL
421
Asset Dedication LLC
California
$77K -$38K -1,788 -34%
HIA
422
Harbor Investment Advisory
Maryland
$75.5K
PP
423
Pacifica Partners
Canada
$70.7K +$68K +3,201 New
GI
424
Gradient Investments
Minnesota
$70.1K +$66.4K +3,123 New
AP
425
Aspect Partners
Virginia
$67.5K