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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$11M +$8.73M +535,824 +527%
WPIC
27
White Pine Investment Company
Michigan
$10.9M -$537K -32,934 -5%
CWM
28
Cabot Wealth Management
Massachusetts
$10.6M -$50.9K -3,123 -0.5%
QCG
29
Quadrant Capital Group
Ohio
$10.6M +$423K +25,929 +4%
FCM
30
Firestone Capital Management
Florida
$10.3M +$213K +13,089 +2%
CMO
31
Covenant Multifamily Offices
Texas
$9.79M +$8.45M +518,517 +1,043%
TA
32
Tiedemann Advisors
New York
$9.09M +$10.1K +618 +0.1%
PC
33
Prairiewood Capital
North Dakota
$8.82M +$848K +52,017 +11%
LRIA
34
Leonard Rickey Investment Advisors
Washington
$8.72M +$2.27M +139,281 +38%
GC
35
Gratus Capital
Georgia
$8.7M -$1.6M -97,908 -16%
AIP
36
Almanack Investment Partners
Pennsylvania
$8.58M -$422K -25,899 -5%
CPC
37
Consolidated Planning Corp
Georgia
$8.37M +$147K +9,042 +2%
BWA
38
Burt Wealth Advisors
Maryland
$8.13M +$316K +19,413 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$8.08M +$3.46M +212,292 +83%
JWM
40
Jackson Wealth Management
Florida
$7.5M +$7.09M +435,255 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$7.39M +$6.64M +407,499 +1,896%
YAL
42
Your Advocates Ltd
Texas
$7.37M -$21.9K -1,341 -0.3%
PWSG
43
Pacific Wealth Strategies Group
California
$6.77M +$1.12M +68,931 +21%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$6.73M +$1.66M +102,057 +35%
RWM
45
Reston Wealth Management
Virginia
$6.53M -$62.9K -3,861 -1%
Osaic Holdings
46
Osaic Holdings
Arizona
$6.21M +$394K +24,162 +7%
GAM
47
Gemmer Asset Management
California
$6.05M +$1.19M +72,951 +26%
SFP
48
Sterling Financial Planning
New Jersey
$5.45M -$226K -13,845 -4%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$5.12M -$65.7K -4,032 -1%
FC
50
FCA Corp
Texas
$4.83M +$208K +12,777 +5%