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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
26
Quadrant Capital Group
Ohio
$13.9M +$970K +52,836 +7%
LPL Financial
27
LPL Financial
California
$13.6M +$1.07M +58,509 +8%
BC
28
Bartlett & Co
Ohio
$13.3M +$606K +32,991 +5%
BCWM
29
Bartlett & Co Wealth Management
Ohio
$13.3M +$606K +32,991 +5%
MWP
30
Moller Wealth Partners
$12.3M +$316K +17,232 +3%
KAS
31
Kestra Advisory Services
Texas
$12M +$391K +21,315 +3%
CWM
32
Cabot Wealth Management
Massachusetts
$11.9M +$287K +15,642 +2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$11.8M +$1.75M +95,085 +17%
OWM
34
Opes Wealth Management
California
$11.7M -$618K -33,660 -5%
CCA
35
Cobblestone Capital Advisors
New York
$11.6M -$257K -14,028 -2%
FCM
36
Firestone Capital Management
Florida
$11.5M
AIA
37
Arcadia Investment Advisors
Idaho
$11.2M +$865K +47,121 +8%
PC
38
Prairiewood Capital
North Dakota
$10.5M +$774K +42,168 +8%
WPIC
39
White Pine Investment Company
Michigan
$10.5M -$524K -28,530 -5%
CPC
40
Consolidated Planning Corp
Georgia
$9.41M +$606K +32,988 +7%
BWA
41
Burt Wealth Advisors
Maryland
$9.38M +$607K +33,069 +7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.77M -$845K -46,056 -9%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$8.25M +$416K +22,674 +5%
YAL
44
Your Advocates Ltd
Texas
$8.03M +$313K +17,025 +4%
KCPG
45
Kavar Capital Partners Group
Kansas
$7.68M +$5.62M +305,976 +253%
PWSG
46
Pacific Wealth Strategies Group
California
$7.58M +$374K +20,376 +5%
CCMG
47
Clark Capital Management Group
Pennsylvania
$7.55M +$7.71M +419,820 New
Osaic Holdings
48
Osaic Holdings
Arizona
$7.02M +$523K +28,512 +8%
RWM
49
Reston Wealth Management
Virginia
$6.95M +$47.9K +2,607 +0.7%
GC
50
Gratus Capital
Georgia
$6.7M -$1.41M -76,881 -17%