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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
401
Lafayette Investments
Maryland
$661K
VWM
402
Vermillion Wealth Management
Minnesota
$656K +$61.9K +2,186 +10%
CIAS
403
CFS Investment Advisory Services
New Jersey
$651K -$35.8K -1,262 -5%
CCM
404
Chilton Capital Management
Texas
$647K -$2.86K -101 -0.4%
AAP
405
Arax Advisory Partners
Colorado
$639K +$636K +22,431 +4,232%
EIP
406
Essential Investment Partners
Colorado
$639K +$10.6K +375 +2%
JFG
407
JMG Financial Group
Illinois
$628K +$1.47K +52 +0.2%
PAW
408
Plan A Wealth
Nebraska
$624K +$79K +2,788 +14%
National Bank of Canada
409
National Bank of Canada
Quebec, Canada
$616K
BW
410
BIP Wealth
Georgia
$615K +$182K +6,426 +41%
DWM
411
Destination Wealth Management
California
$609K +$70.3K +2,480 +13%
IFG
412
Independent Financial Group
California
$606K +$17.4K +614 +3%
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$605K +$19.6K +693 +3%
CAI
414
Capital Advisors Inc
Oklahoma
$595K +$6.21K +219 +1%
CW
415
CreativeOne Wealth
Kansas
$591K +$12K +425 +2%
MA
416
MSA Advisors
California
$584K +$594K +20,952 New
SBWIC
417
Schaper Benz & Wise Investment Counsel
Wisconsin
$582K +$103K +3,625 +21%
FNT
418
First National Trust
Pennsylvania
$581K +$591K +20,860 New
PA
419
Parallel Advisors
California
$578K +$2.49K +88 +0.4%
Empower Advisory Group
420
Empower Advisory Group
Colorado
$571K -$13.2K -465 -2%
TSS
421
Two Sigma Securities
New York
$570K -$60.6K -2,137 -9%
DAS
422
Dynamic Advisor Solutions
Arizona
$569K +$61.3K +2,162 +12%
WP
423
WealthPLAN Partners
Nebraska
$569K -$2.89K -102 -0.5%
FEG
424
Fund Evaluation Group
Ohio
$565K -$12.3K -435 -2%
RA
425
RFG Advisory
Alabama
$564K +$574K +20,250 New