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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
426
FAS Wealth Partners
Kansas
$227K -$483 -21 -0.2%
EFG
427
Elios Financial Group
Ohio
$226K +$217K +9,435 New
AG
428
Advocate Group
Minnesota
$225K -$11.7K -507 -5%
ST
429
Sabal Trust
Florida
$222K
TLFA
430
True Link Financial Advisors
California
$221K +$213K +9,252 New
EGA
431
E&G Advisors
Texas
$218K
CFP
432
Catalyst Financial Partners
Massachusetts
$215K
AL
433
Aspiriant LLC
California
$215K +$207K +8,982 New
DAS
434
Diversify Advisory Services
Utah
$214K +$614K +26,700 New
CCM
435
Condor Capital Management
New Jersey
$213K +$204K +8,883 New
GJIA
436
Glass Jacobson Investment Advisors
Maryland
$212K +$67.2K +2,919 +49%
GC
437
Grimes & Company
Massachusetts
$212K -$34.9K -1,518 -15%
CAG
438
Csenge Advisory Group
Florida
$211K +$604K +26,253 New
DWM
439
Destination Wealth Management
California
$209K +$201K +8,757 New
FFS
440
Founders Financial Securities
Maryland
$207K -$35.8K -1,557 -15%
Millennium Management
441
Millennium Management
New York
$207K +$199K +8,664 New
SWA
442
Strategies Wealth Advisors
Michigan
$206K +$198K +8,598 New
DBIA
443
Dumont & Blake Investment Advisors
New Jersey
$203K -$330K -14,361 -63%
PCWA
444
Pacific Capital Wealth Advisors
California
$202K +$69 +3 +0%
PSA
445
Plum Street Advisors
Louisiana
$201K +$193K +8,406 New
JIC
446
Joel Isaacson & Co
New York
$201K +$193K +8,394 New
BAM
447
BOS Asset Management
Illinois
$200K +$193K +8,382 New
SC
448
SouthState Corp
Florida
$199K -$38K -1,653 -17%
FFA
449
Farther Finance Advisors
California
$187K -$178K -7,746 -50%
PMFA
450
Plante Moran Financial Advisors
Michigan
$184K