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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
451
Busey Bank
Illinois
$268K +$274K +11,350 New
LSWP
452
Liberty Square Wealth Partners
Pennsylvania
$267K
ECM
453
Evergreen Capital Management
Washington
$265K
CP
454
Creekside Partners
California
$264K
MA
455
MCF Advisors
Kentucky
$264K
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$263K +$30.9K +1,280 +13%
WJWM
457
Williams Jones Wealth Management
New York
$262K +$5.95K +246 +2%
SB
458
Simmons Bank
Arkansas
$262K
ACA
459
Ackerman Capital Advisors
Texas
$261K -$18.3K -756 -6%
SSW
460
Stone Summit Wealth
Florida
$261K
CICC
461
Capital Investment Counsel (Colorado)
Colorado
$260K -$58.3K -2,412 -18%
IFA
462
Index Fund Advisors
California
$256K -$33K -1,364 -11%
SHFA
463
SC&H Financial Advisors
Maryland
$255K -$28.5K -1,178 -10%
DFA
464
DHJJ Financial Advisors
Illinois
$254K +$4.96K +205 +2%
CCWA
465
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$251K -$129K -5,357 -34%
OBWG
466
Onyx Bridge Wealth Group
New York
$250K
FPF
467
First Pacific Financial
Washington
$248K +$141K +5,817 +124%
RDWM
468
Red Door Wealth Management
Tennessee
$246K +$3.29K +136 +1%
Vanguard Personalized Indexing Management
469
Vanguard Personalized Indexing Management
California
$239K
SWA
470
Sax Wealth Advisors
New Jersey
$239K +$245K +10,128 New
TRCT
471
Tower Research Capital (TRC)
New York
$236K +$242K +10,014 New
GS
472
GWN Securities
Florida
$235K +$240K +9,946 New
IAA
473
Independent Advisor Alliance
North Carolina
$233K -$183K -7,571 -43%
NP
474
NorthRock Partners
Minnesota
$233K +$25.6K +1,057 +12%
OWA
475
Oak Wealth Advisors
Illinois
$231K -$18.7K -772 -7%