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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$24M +$7.03M +364,842 +42%
LNC
27
Lincoln National Corp
Pennsylvania
$22.2M -$5.2K -270 -0%
PS
28
Planned Solutions
California
$20.6M +$163K +8,457 +0.8%
CAN
29
Claraphi Advisory Network
United States
$19.9M +$19.7M +1,021,002 New
Creative Planning
30
Creative Planning
Kansas
$19.7M +$932K +48,360 +5%
QCG
31
Quadrant Capital Group
Ohio
$18.4M +$2.67M +138,324 +17%
LRIA
32
Leonard Rickey Investment Advisors
Washington
$18.1M +$1.07M +55,503 +6%
RCA
33
Resonant Capital Advisors
Wisconsin
$17.3M +$429K +22,269 +3%
FSG
34
Financial Strategies Group
Michigan
$15.5M +$15.3M +793,530 New
BFA
35
BMS Financial Advisors
South Dakota
$15.4M +$9.75M +505,818 +180%
PC
36
Prairiewood Capital
North Dakota
$15.2M +$3.37M +174,753 +29%
CWM
37
Cabot Wealth Management
Massachusetts
$15.1M +$880K +45,663 +6%
RC
38
RegentAtlantic Capital
New Jersey
$14.6M -$1.48M -76,623 -9%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$14.3M -$639K -33,171 -4%
BC
40
Bartlett & Co
Ohio
$14.3M -$639K -33,171 -4%
FCM
41
Firestone Capital Management
Florida
$14M +$384K +19,935 +3%
APA
42
American Portfolios Advisors
New York
$13.7M +$8.53M +442,710 +172%
MWP
43
Moller Wealth Partners
$13.2M +$26.2K +1,359 +0.2%
NCM
44
Northland Capital Management
Minnesota
$12.5M -$639K -33,174 -5%
BWA
45
Burt Wealth Advisors
Maryland
$12.4M +$1.12M +58,281 +10%
KCPG
46
Kavar Capital Partners Group
Kansas
$12.3M +$3.77M +195,849 +45%
BRWA
47
B. Riley Wealth Advisors
Florida
$12.1M +$7.06M +366,423 +143%
CCA
48
Cobblestone Capital Advisors
New York
$12M -$369K -19,128 -3%
AIA
49
Arcadia Investment Advisors
Idaho
$11.2M -$668K -34,659 -6%
OWM
50
Opes Wealth Management
California
$11.1M -$595K -30,855 -5%