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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
451
Prosperity Capital Advisors
Ohio
$332K -$375K -14,751 -54%
LSWP
452
Liberty Square Wealth Partners
Pennsylvania
$330K +$31.6K +1,245 +11%
MFWP
453
Mosaic Family Wealth Partners
Missouri
$329K +$318K +12,525 New
CCG
454
Coastwise Capital Group
California
$329K +$1.09K +43 +0.3%
WWA
455
Wisconsin Wealth Advisors
Wisconsin
$326K -$51.2K -2,017 -14%
CICC
456
Capital Investment Counsel (Colorado)
Colorado
$317K -$17.5K -691 -5%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$317K +$2.18K +86 +0.7%
AC
458
Anson Capital
Georgia
$316K
SFWA
459
Summit Financial Wealth Advisors
Louisiana
$316K -$15K -590 -5%
SSWM
460
Smith Salley Wealth Management
North Carolina
$315K
SHFA
461
SC&H Financial Advisors
Maryland
$309K +$1.24K +49 +0.4%
MIC
462
Meridian Investment Counsel
California
$305K
IRP
463
Investment Research Partners
Pennsylvania
$304K +$288K +11,362 New
Thrivent Financial for Lutherans
464
Thrivent Financial for Lutherans
Minnesota
$302K -$42.4K -1,671 -13%
Comerica Bank
465
Comerica Bank
Texas
$301K +$201K +7,932 +225%
Jane Street
466
Jane Street
New York
$300K -$214K -8,424 -42%
BFA
467
Bragg Financial Advisors
North Carolina
$296K +$286K +11,272 New
SC
468
SouthState Corp
Florida
$295K -$773K -30,427 -73%
CP
469
Creekside Partners
California
$295K
WJWM
470
Williams Jones Wealth Management
New York
$292K -$203 -8 -0.1%
SB
471
Simmons Bank
Arkansas
$291K
ACA
472
Ackerman Capital Advisors
Texas
$291K
SWP
473
Sagespring Wealth Partners
Tennessee
$289K -$27.2K -1,071 -9%
KPWS
474
Kestra Private Wealth Services
Texas
$288K +$20.8K +820 +8%
PA
475
Procyon Advisors
Connecticut
$286K