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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
426
Tactive Advisors
Florida
$669K +$121K +4,005 +23%
LFAS
427
Level Four Advisory Services
Texas
$668K +$648K +21,477 New
CW
428
CreativeOne Wealth
Kansas
$655K -$5.37K -178 -0.8%
MA
429
MSA Advisors
California
$652K – – –
FNT
430
First National Trust
Pennsylvania
$649K – – –
LFS
431
Legacy Financial Strategies
Kansas
$646K -$318K -10,536 -34%
FEG
432
Fund Evaluation Group
Ohio
$631K – – –
TSS
433
Two Sigma Securities
New York
$624K -$12.3K -407 -2%
SWGC
434
Summit Wealth Group (Colorado)
Colorado
$624K – – –
IA
435
IFG Advisory
Georgia
$621K +$602K +19,956 New
DC
436
Dahring Cusmano
Michigan
$619K -$9.57K -317 -2%
Envestnet Portfolio Solutions
437
Envestnet Portfolio Solutions
Illinois
$617K -$56.4K -1,869 -9%
IFG
438
Independent Financial Group
California
$615K -$60.1K -1,993 -9%
WG
439
Welch Group
Alabama
$608K – – –
TCWM
440
Total Clarity Wealth Management
Illinois
$607K +$2.2K +73 +0.4%
RA
441
Range Advisory
Virginia
$607K +$199K +6,599 +51%
IAA
442
Independent Advisor Alliance
North Carolina
$596K -$731K -24,222 -56%
JLBC
443
J.L. Bainbridge & Co
Florida
$595K -$19.5K -646 -3%
PCIA
444
Prime Capital Investment Advisors
Kansas
$589K +$124K +4,094 +28%
TCM
445
Traub Capital Management
Massachusetts
$587K +$14.2K +469 +3%
MG
446
Mather Group
Illinois
$586K +$41K +1,360 +8%
CSP
447
Cary Street Partners
Virginia
$585K +$568K +18,817 New
EFG
448
Everest Financial Group
Minnesota
$584K -$16.9K -561 -3%
UBS AM
449
UBS AM
Illinois
$575K -$47.2K -1,563 -8%
AWAG
450
ARS Wealth Advisors Group
Florida
$573K +$170K +5,620 +44%