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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
451
Joel Isaacson & Co
New York
$485K +$142 +5 +0%
BSTWA
452
Blake Schutter Theil Wealth Advisors
Ohio
$476K – – –
EFG
453
Embree Financial Group
Illinois
$469K +$5.55K +196 +1%
UCFA
454
United Capital Financial Advisors
Texas
$464K +$472K +16,667 New
WI
455
Westbourne Investments
Virginia
$463K -$28.3K -998 -6%
AWM
456
Abound Wealth Management
Tennessee
$441K -$41.6K -1,469 -8%
SFWA
457
Summit Financial Wealth Advisors
Louisiana
$439K +$62.3K +2,200 +16%
ACP
458
Argyle Capital Partners
California
$438K -$49.8K -1,758 -10%
ZIC
459
ZWJ Investment Counsel
Georgia
$437K +$444K +15,675 New
AssetMark Inc
460
AssetMark Inc
California
$436K +$6.04K +213 +1%
WA
461
WESPAC Advisors
California
$434K -$2.95K -104 -0.7%
NP
462
NorthRock Partners
Minnesota
$428K +$191K +6,729 +78%
Franklin Resources
463
Franklin Resources
California
$423K +$17.1K +604 +4%
SEP
464
Signature Equity Partners
Ohio
$423K +$88.5K +3,124 +26%
CW
465
Channel Wealth
California
$419K +$85 +3 +0%
PP
466
Patten & Patten
Tennessee
$418K – – –
KPWS
467
Kestra Private Wealth Services
Texas
$417K -$63.6K -2,245 -13%
RFC
468
Regions Financial Corp
Alabama
$415K -$6.46K -228 -2%
PCIA
469
Prime Capital Investment Advisors
Kansas
$414K +$1.53K +54 +0.4%
AIA
470
Arbor Investment Advisors
North Carolina
$408K +$190K +6,716 +85%
IIM
471
InTrack Investment Management
Vermont
$407K +$414K +14,627 New
CFS
472
CRA Financial Services
New Jersey
$407K +$935 +33 +0.2%
BB
473
Burford Brothers
Texas
$406K +$1.59K +56 +0.4%
TWD
474
True Wealth Design
Ohio
$398K +$405K +14,288 New
SSWM
475
Smith Salley Wealth Management
North Carolina
$397K -$47K -1,659 -10%