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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
26
Leonard Rickey Investment Advisors
Washington
$19.1M +$3.6M +195,453 +21%
PS
27
Planned Solutions
California
$18.4M +$576K +31,314 +3%
LPL Financial
28
LPL Financial
California
$16.1M -$16.1M -873,027 -48%
KCPG
29
Kavar Capital Partners Group
Kansas
$15.9M +$5.64M +306,411 +49%
CW
30
Connectus Wealth
Ohio
$15.5M +$16.8M +915,114 New
RCA
31
Resonant Capital Advisors
Wisconsin
$15.3M +$251K +13,641 +2%
CWM
32
Cabot Wealth Management
Massachusetts
$13.6M +$448K +24,360 +3%
PC
33
Prairiewood Capital
North Dakota
$13.4M +$214K +11,631 +1%
FSG
34
Financial Strategies Group
Michigan
$13.2M -$283K -15,360 -2%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$12.6M +$150K +8,145 +1%
RC
36
RegentAtlantic Capital
New Jersey
$12.6M -$111K -6,030 -0.8%
BC
37
Bartlett & Co
Ohio
$12.6M +$150K +8,145 +1%
MWP
38
Moller Wealth Partners
$12.3M +$888K +48,213 +7%
FCM
39
Firestone Capital Management
Florida
$12.3M +$95.8K +5,205 +0.7%
NCM
40
Northland Capital Management
Minnesota
$11.8M +$1.06M +57,462 +9%
KAS
41
Kestra Advisory Services
Texas
$11.3M -$10.4M -564,651 -46%
BIA
42
Bell Investment Advisors
California
$11.1M +$12.1M +656,733 New
BWA
43
Burt Wealth Advisors
Maryland
$10.7M -$64.8K -3,519 -0.6%
AIA
44
Arcadia Investment Advisors
Idaho
$9.9M +$126K +6,834 +1%
CCA
45
Cobblestone Capital Advisors
New York
$9.83M -$643K -34,944 -6%
OWM
46
Opes Wealth Management
California
$9.27M -$449K -24,375 -4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$9.13M -$4.92K -267 -0%
WPIC
48
White Pine Investment Company
Michigan
$9.1M -$395K -21,477 -4%
HighTower Advisors
49
HighTower Advisors
Illinois
$8.72M -$352K -19,119 -4%
DWM
50
Darwin Wealth Management
Florida
$8.69M +$4.06M +220,614 +84%