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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$70.1M +$6.93M +229,517 +11%
BIA
27
Bell Investment Advisors
California
$68.5M +$728K +24,136 +1%
Creative Planning
28
Creative Planning
Kansas
$67.8M +$291K +9,654 +0.4%
LF
29
Lee Financial
Texas
$67.7M -$200K -6,641 -0.3%
TNA
30
True North Advisors
Texas
$66.6M +$2.02M +67,040 +3%
UBS Group
31
UBS Group
Switzerland
$64.2M -$2.45M -81,031 -4%
Osaic Holdings
32
Osaic Holdings
Arizona
$63.6M +$22.5M +745,040 +57%
PC
33
Prairiewood Capital
North Dakota
$61.4M +$1.78M +58,960 +3%
DC
34
Davenport & Co
Virginia
$60.9M +$25.8M +854,400 +77%
AA
35
Ashford Advisors
New York
$56.9M -$215K -7,139 -0.4%
ES
36
Eagle Strategies
New York
$56.4M +$23.1M +766,545 +73%
CPG
37
Cornerstone Planning Group
New Jersey
$55.1M +$1.41M +46,661 +3%
TWM
38
Tanglewood Wealth Management
Texas
$53.5M +$516K +17,092 +1%
KHC
39
Koesten Hirschmann & Crabtree
Kansas
$52.7M -$305K -10,121 -0.6%
KCPG
40
Kavar Capital Partners Group
Kansas
$51.3M +$1.71M +56,498 +4%
LRIA
41
Leonard Rickey Investment Advisors
Washington
$47.6M +$912K +30,212 +2%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$45.6M -$324K -10,740 -0.7%
RCA
43
Resonant Capital Advisors
Wisconsin
$44.3M -$1.22M -40,489 -3%
UFAC
44
Urban Financial Advisory Corp
Illinois
$37.6M +$3.93M +130,192 +12%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$35.8M -$1.61M -53,388 -4%
BAM
46
Belpointe Asset Management
Nevada
$35.7M +$119K +3,927 +0.3%
FCA
47
Fortis Capital Advisors
Kansas
$35.7M +$119K +3,927 +0.3%
PWM
48
PTM Wealth Management
United States
$35M +$1.8M +59,714 +6%
GVAG
49
Great Valley Advisor Group
Delaware
$34.8M -$561K -18,585 -2%
NRI
50
NFP Retirement Inc
California
$34.5M +$4.69M +155,250 +16%