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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$311K – – –
WCA
427
Westover Capital Advisors
Delaware
$310K +$39.7K +1,642 +14%
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$308K – – –
GM
429
GeoWealth Management
Illinois
$304K +$311K +12,882 New
Financial Engines Advisors
430
Financial Engines Advisors
California
$298K -$177K -7,309 -37%
GJIA
431
Glass Jacobson Investment Advisors
Maryland
$295K – – –
BAWC
432
Boyce & Associates Wealth Consulting
Texas
$294K +$50.8K +2,100 +20%
CCG
433
Coastwise Capital Group
California
$293K +$1.11K +46 +0.4%
UCFA
434
United Capital Financial Advisors
Texas
$293K +$300K +12,402 New
Russell Investments Group
435
Russell Investments Group
United Kingdom
$290K +$141K +5,837 +91%
DWP
436
Destiny Wealth Partners
Florida
$287K +$293K +12,141 New
CPA
437
Capital Performance Advisors
California
$286K +$292K +12,097 New
AC
438
Anson Capital
Georgia
$284K – – –
FWTB
439
First Western Trust Bank
Colorado
$278K +$285K +11,794 New
TSS
440
Two Sigma Securities
New York
$278K +$285K +11,770 New
BWA
441
Bordeaux Wealth Advisors
California
$276K +$4.11K +170 +1%
SSWM
442
Smith Salley Wealth Management
North Carolina
$276K +$282K +11,680 New
PCMN
443
Paradigm Capital Management (Nevada)
Nevada
$274K -$2.01M -83,085 -88%
PAW
444
Plan A Wealth
Nebraska
$273K +$280K +11,579 New
WCFA
445
Walkner Condon Financial Advisors
Wisconsin
$273K – – –
CAM
446
Cresset Asset Management
Illinois
$272K -$955K -39,517 -77%
MIC
447
Meridian Investment Counsel
California
$270K – – –
JFGIW
448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K – – –
Natixis Advisors
449
Natixis Advisors
Massachusetts
$268K +$275K +11,371 New
BB
450
Busey Bank
Illinois
$268K +$274K +11,350 New