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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMO
26
Covenant Multifamily Offices
Texas
$14M +$3.61M +199,452 +35%
QCG
27
Quadrant Capital Group
Ohio
$13.1M +$1.9M +105,204 +17%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$12.8M +$847K +46,866 +7%
BC
29
Bartlett & Co
Ohio
$12.8M +$847K +46,866 +7%
LPL Financial
30
LPL Financial
California
$12.7M +$1.05M +58,083 +9%
OWM
31
Opes Wealth Management
California
$12.5M -$822K -45,483 -6%
MWP
32
Moller Wealth Partners
$12.2M +$79.4K +4,392 +0.7%
CCA
33
Cobblestone Capital Advisors
New York
$12M -$1.69M -93,441 -12%
CWM
34
Cabot Wealth Management
Massachusetts
$11.8M +$560K +30,984 +5%
KAS
35
Kestra Advisory Services
Texas
$11.8M -$314K -17,367 -3%
FCM
36
Firestone Capital Management
Florida
$11.5M +$609K +33,702 +6%
WPIC
37
White Pine Investment Company
Michigan
$11.2M -$333K -18,441 -3%
AIA
38
Arcadia Investment Advisors
Idaho
$10.5M +$7.54M +417,006 +260%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$10.3M +$1.7M +94,041 +20%
PC
40
Prairiewood Capital
North Dakota
$9.89M +$539K +29,832 +6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.73M +$1.89M +104,733 +24%
TA
42
Tiedemann Advisors
New York
$9.24M -$379K -20,943 -4%
CPC
43
Consolidated Planning Corp
Georgia
$8.95M +$80.3K +4,440 +0.9%
BWA
44
Burt Wealth Advisors
Maryland
$8.91M +$298K +16,476 +3%
GC
45
Gratus Capital
Georgia
$8.19M -$1.01M -56,055 -11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$7.96M +$821K +45,402 +12%
YAL
47
Your Advocates Ltd
Texas
$7.83M +$30.2K +1,668 +0.4%
PWSG
48
Pacific Wealth Strategies Group
California
$7.31M +$143K +7,902 +2%
RWM
49
Reston Wealth Management
Virginia
$7M +$84.3K +4,659 +1%
JWM
50
Jackson Wealth Management
Florida
$6.89M -$1.04M -57,438 -13%