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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
451
Oak Wealth Advisors
Illinois
$250K +$256K +10,566 New
BAWC
452
Boyce & Associates Wealth Consulting
Texas
$245K
RDWM
453
Red Door Wealth Management
Tennessee
$244K +$250K +10,301 New
AWP
454
Astra Wealth Partners
New Jersey
$243K +$248K +10,245 New
Vanguard Personalized Indexing Management
455
Vanguard Personalized Indexing Management
California
$240K
CWM
456
Castle Wealth Management
Florida
$236K
FWP
457
FAS Wealth Partners
Kansas
$234K +$10.3K +426 +4%
EWA
458
Elevate Wealth Advisory
Georgia
$233K
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$233K +$9.75K +402 +4%
Neuberger Berman Group
460
Neuberger Berman Group
New York
$232K
PL
461
Parthenon LLC
Kentucky
$231K
NWM
462
Nova Wealth Management
Florida
$229K +$234K +9,667 New
MCM
463
Mainstream Capital Management
California
$228K
GCP
464
Gill Capital Partners
Colorado
$227K +$232K +9,576 New
ST
465
Smithfield Trust
Pennsylvania
$225K
AG
466
Advocate Group
Minnesota
$223K
DWM
467
Destination Wealth Management
California
$222K +$14.5K +597 +7%
ST
468
Sabal Trust
Florida
$220K
WIC
469
Woodmont Investment Counsel
Tennessee
$219K +$225K +9,267 New
EGA
470
E&G Advisors
Texas
$216K
CFG
471
Citizens Financial Group
Rhode Island
$216K +$221K +9,117 New
CAG
472
Csenge Advisory Group
Florida
$214K -$417K -17,195 -65%
EFG
473
Elios Financial Group
Ohio
$214K -$9.84K -406 -4%
CFP
474
Catalyst Financial Partners
Massachusetts
$213K
AL
475
Aspiriant LLC
California
$213K