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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BH
451
Burk Holdings
Oklahoma
$401K -$103K -3,836 -21%
GC
452
Grimes & Company
Massachusetts
$401K -$9.58K -358 -2%
Financial Engines Advisors
453
Financial Engines Advisors
California
$401K -$118K -4,417 -23%
Franklin Resources
454
Franklin Resources
California
$397K
CFS
455
CRA Financial Services
New Jersey
$396K +$41.3K +1,545 +12%
MWM
456
Mission Wealth Management
California
$396K -$265K -9,912 -41%
BB
457
Burford Brothers
Texas
$395K +$1.74K +65 +0.4%
MWM
458
Maridea Wealth Management
New York
$395K -$136K -5,071 -26%
W
459
WealthCollab
Washington
$391K +$384K +14,353 New
MFC
460
Morris Financial Concepts
South Carolina
$388K -$5.06K -189 -1%
VA
461
Vident Advisory
Georgia
$388K +$175K +6,546 +85%
EAM
462
Empirical Asset Management
Massachusetts
$387K -$4.17K -156 -1%
RDWM
463
Red Door Wealth Management
Tennessee
$386K -$107K -4,016 -22%
SCA
464
Sensenig Capital Advisors
Pennsylvania
$386K +$380K +14,187 New
NDSI
465
Newman Dignan & Sheerar Inc
Rhode Island
$384K -$8.72K -326 -2%
ECM
466
Evergreen Capital Management
Washington
$381K
DWP
467
Destiny Wealth Partners
Florida
$379K
SSWG
468
Seven Springs Wealth Group
Tennessee
$375K
ACM
469
Advisors Capital Management
New Jersey
$374K
WCFA
470
Walkner Condon Financial Advisors
Wisconsin
$372K +$19.4K +726 +6%
SFWA
471
Summit Financial Wealth Advisors
Louisiana
$369K +$43.1K +1,610 +13%
MSA
472
Marino Stram & Associates
Massachusetts
$369K +$803 +30 +0.2%
WT
473
Whittier Trust
California
$367K
TC
474
Trilogy Capital
California
$366K +$360K +13,457 New
GJIA
475
Glass Jacobson Investment Advisors
Maryland
$364K -$37.9K -1,416 -10%