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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
26
Bartlett & Co Wealth Management
Ohio
$8.47M -$1.24M -87,780 -14%
BC
27
Bartlett & Co
Ohio
$8.47M -$1.24M -87,780 -14%
MWP
28
Moller Wealth Partners
$8.12M +$155K +10,995 +2%
TA
29
Tiedemann Advisors
New York
$7.96M -$284K -20,121 -4%
AIP
30
Almanack Investment Partners
Pennsylvania
$7.91M +$6.88M +488,136 +1,355%
CPC
31
Consolidated Planning Corp
Georgia
$7.2M -$45.2K -3,207 -0.7%
Victory Capital Management
32
Victory Capital Management
Texas
$6.98M -$12.4M -876,597 -65%
PC
33
Prairiewood Capital
North Dakota
$6.95M +$6.49M +460,311 New
BWA
34
Burt Wealth Advisors
Maryland
$6.83M +$424K +30,099 +7%
YAL
35
Your Advocates Ltd
Texas
$6.48M -$346K -24,513 -5%
RWM
36
Reston Wealth Management
Virginia
$5.78M +$105K +7,464 +2%
LRIA
37
Leonard Rickey Investment Advisors
Washington
$5.54M +$396K +28,098 +8%
Osaic Holdings
38
Osaic Holdings
Arizona
$5.07M +$207K +14,700 +5%
PWSG
39
Pacific Wealth Strategies Group
California
$5.05M +$1.06M +75,162 +30%
SFP
40
Sterling Financial Planning
New Jersey
$4.99M +$4.66M +330,477 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$4.55M -$228K -16,152 -5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.36M -$61.1K -4,335 -1%
GAM
43
Gemmer Asset Management
California
$4.2M +$67.7K +4,800 +2%
SWM
44
Shakespeare Wealth Management
Wisconsin
$4.11M -$54.7K -3,876 -1%
FC
45
FCA Corp
Texas
$4.04M +$216K +15,300 +6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$3.88M +$837K +59,334 +30%
CFA
47
Carroll Financial Associates
North Carolina
$3.72M -$233K -16,548 -6%
FM
48
Foster & Motley
Ohio
$3.62M +$273K +19,389 +9%
DSA
49
Droms Strauss Advisors
Missouri
$3.52M -$23K -1,632 -0.7%
Creative Planning
50
Creative Planning
Kansas
$2.42M -$93.4K -6,624 -4%