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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSWP
451
Liberty Square Wealth Partners
Pennsylvania
$267K – – –
ECM
452
Evergreen Capital Management
Washington
$265K – – –
CP
453
Creekside Partners
California
$264K – – –
MA
454
MCF Advisors
Kentucky
$264K – – –
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$263K +$30.9K +1,280 +13%
WJWM
456
Williams Jones Wealth Management
New York
$262K +$5.95K +246 +2%
SB
457
Simmons Bank
Arkansas
$262K – – –
ACA
458
Ackerman Capital Advisors
Texas
$261K -$18.3K -756 -6%
SSW
459
Stone Summit Wealth
Florida
$261K – – –
CICC
460
Capital Investment Counsel (Colorado)
Colorado
$260K -$58.3K -2,412 -18%
IFA
461
Index Fund Advisors
California
$256K -$33K -1,364 -11%
SHFA
462
SC&H Financial Advisors
Maryland
$255K -$28.5K -1,178 -10%
DFA
463
DHJJ Financial Advisors
Illinois
$254K +$4.96K +205 +2%
CCWA
464
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$251K -$129K -5,357 -34%
OBWG
465
Onyx Bridge Wealth Group
New York
$250K – – –
FPF
466
First Pacific Financial
Washington
$248K +$141K +5,817 +124%
RDWM
467
Red Door Wealth Management
Tennessee
$246K +$3.29K +136 +1%
Vanguard Personalized Indexing Management
468
Vanguard Personalized Indexing Management
California
$239K – – –
SWA
469
Sax Wealth Advisors
New Jersey
$239K +$245K +10,128 New
TRCT
470
Tower Research Capital (TRC)
New York
$236K +$242K +10,014 New
GS
471
GWN Securities
Florida
$235K +$240K +9,946 New
IAA
472
Independent Advisor Alliance
North Carolina
$233K -$183K -7,571 -43%
NP
473
NorthRock Partners
Minnesota
$233K +$25.6K +1,057 +12%
OWA
474
Oak Wealth Advisors
Illinois
$231K -$18.7K -772 -7%
PL
475
Parthenon LLC
Kentucky
$230K – – –