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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
451
Principia Wealth Advisory
Texas
$569K -$14.5K -480 -3%
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$560K -$373K -12,354 -41%
TFA
453
Tobias Financial Advisors
Florida
$557K – – –
AssetMark Inc
454
AssetMark Inc
California
$549K +$60.2K +1,995 +13%
Financial Engines Advisors
455
Financial Engines Advisors
California
$540K -$6.85K -227 -1%
EFG
456
Embree Financial Group
Illinois
$537K +$13K +431 +3%
JIC
457
Joel Isaacson & Co
New York
$536K -$4.74K -157 -0.9%
WS
458
Wedbush Securities
California
$532K +$290K +9,616 +128%
BSTWA
459
Blake Schutter Theil Wealth Advisors
Ohio
$532K – – –
PMFA
460
Plante Moran Financial Advisors
Michigan
$531K +$218K +7,231 +73%
XT
461
XTX Topco
Cayman Islands
$522K +$507K +16,800 New
BCM
462
Brookstone Capital Management
Illinois
$522K -$40K -1,327 -7%
RDWM
463
Red Door Wealth Management
Tennessee
$521K +$77K +2,551 +18%
WI
464
Westbourne Investments
Virginia
$519K +$1.93K +64 +0.4%
Brown Advisory
465
Brown Advisory
Maryland
$512K +$228K +7,567 +85%
FWA
466
Flagship Wealth Advisors
Massachusetts
$509K +$494K +16,364 New
DWM
467
Destination Wealth Management
California
$504K -$171K -5,660 -26%
BW
468
BXM Wealth
Colorado
$504K +$489K +16,192 New
AWM
469
Abound Wealth Management
Tennessee
$501K +$8.69K +288 +2%
UCFA
470
United Capital Financial Advisors
Texas
$501K -$16.7K -555 -3%
FWA
471
FSM Wealth Advisors
Ohio
$499K +$484K +16,050 New
MSWMA
472
Market Street Wealth Management Advisors
Indiana
$497K +$483K +15,993 New
CIAS
473
CFS Investment Advisory Services
New Jersey
$493K -$192K -6,376 -29%
MWM
474
Modera Wealth Management
New Jersey
$492K +$83.3K +2,760 +21%
CAAS
475
Capital Asset Advisory Services
Michigan
$489K +$475K +15,731 New