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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
451
Life Planning Partners
Florida
$8.3K +$7.73K +402 New
EW
452
Element Wealth
Mississippi
$7.99K – – –
HWA
453
Heritage Wealth Advisors
Virginia
$7.74K +$7.21K +375 New
MFT
454
Moisand Fitzgerald Tamayo
Florida
$7.74K +$7.21K +375 New
HPIA
455
Hamilton Point Investment Advisors
North Carolina
$7.18K +$6.69K +348 New
GWSG
456
GPS Wealth Strategies Group
Colorado
$6.69K – – –
GWM
457
Geneos Wealth Management
Colorado
$6.44K +$4.44K +231 +285%
WAG
458
Wiser Advisor Group
Arizona
$6.41K +$6K +312 New
HCM
459
Hollencrest Capital Management
California
$5.88K – – –
DAM
460
Delta Asset Management
Tennessee
$5.58K – – –
AI
461
Arvest Investments
Arkansas
$5.02K +$4.67K +243 New
SMA
462
Sage Mountain Advisors
Georgia
$4.96K – – –
SWA
463
SOA Wealth Advisors
New York
$4.46K – – –
HGERS
464
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
KA
465
Kozak & Associates
Colorado
$3.86K – – –
NP
466
NorthRock Partners
Minnesota
$3.65K +$3.4K +177 New
RF
467
Robinswood Financial
Washington
$3.41K +$3.17K +165 New
CIAS
468
Capital Investment Advisory Services
North Carolina
$3.4K -$5.71K -297 -64%
FMP
469
Financial Management Professionals
Texas
$3K -$173 -9 -5%
UIA
470
Ulland Investment Advisors
Minnesota
$3K +$2.88K +150 New
GIA
471
GHP Investment Advisors
Colorado
$2.85K – – –
ACA
472
Atlas Capital Advisors
Wyoming
$2.35K – – –
CT
473
Colonial Trust
South Carolina
$2.11K +$1.96K +102 New
AFWM
474
Abich Financial Wealth Management
Virginia
$2.04K +$1.9K +99 New
AW
475
Avion Wealth
Texas
$2K – – –
17 18
19
20 21