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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
426
Mather Group
Illinois
$475K
ACP
427
Argyle Capital Partners
California
$475K
AAS
428
Ameritas Advisory Services
Nebraska
$475K -$835K -31,215 -64%
JIC
429
Joel Isaacson & Co
New York
$473K +$1.02K +38 +0.2%
AO
430
Advisor OS
Illinois
$471K -$41.4K -1,547 -8%
AWM
431
Abound Wealth Management
Tennessee
$471K -$39.6K -1,479 -8%
SBWIC
432
Schaper Benz & Wise Investment Counsel
Wisconsin
$470K +$52.9K +1,978 +13%
KPWS
433
Kestra Private Wealth Services
Texas
$468K +$167K +6,251 +57%
BSTWA
434
Blake Schutter Theil Wealth Advisors
Ohio
$465K
TCWM
435
Total Clarity Wealth Management
Illinois
$456K -$18.3K -684 -4%
IAA
436
Independent Advisor Alliance
North Carolina
$454K +$7.36K +275 +2%
EFG
437
Embree Financial Group
Illinois
$453K -$5K -187 -1%
Koshinski Asset Management
438
Koshinski Asset Management
Illinois
$445K -$24.2K -904 -5%
SSWM
439
Smith Salley Wealth Management
North Carolina
$433K +$105K +3,924 +33%
TA
440
Tactive Advisors
Florida
$431K +$424K +15,830 New
Members Trust
441
Members Trust
Florida
$429K
WA
442
WESPAC Advisors
California
$426K +$107 +4 +0%
BW
443
BIP Wealth
Georgia
$426K +$268 +10 +0.1%
DWM
444
Darwin Wealth Management
Florida
$421K +$4.6K +172 +1%
AssetMark Inc
445
AssetMark Inc
California
$420K +$10.9K +408 +3%
RFP
446
Root Financial Partners
California
$420K +$183K +6,824 +79%
RFC
447
Regions Financial Corp
Alabama
$412K -$37.8K -1,412 -9%
CW
448
Channel Wealth
California
$410K -$345K -12,895 -46%
PP
449
Patten & Patten
Tennessee
$409K
PCIA
450
Prime Capital Investment Advisors
Kansas
$403K -$25K -935 -6%