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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$23.9M +$1.24M +67,596 +5%
LNC
27
Lincoln National Corp
Pennsylvania
$22.4M +$2.07M +112,710 +10%
Creative Planning
28
Creative Planning
Kansas
$22.1M +$1.82M +99,180 +9%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$21.7M -$51.4K -2,799 -0.2%
KCPG
30
Kavar Capital Partners Group
Kansas
$20.4M +$117K +6,402 +0.6%
YAL
31
Your Advocates Ltd
Texas
$19.9M +$15.6M +852,252 +362%
Ameriprise
32
Ameriprise
Minnesota
$19.3M -$567K -30,912 -3%
RCA
33
Resonant Capital Advisors
Wisconsin
$19.1M +$1.49M +81,039 +8%
PPW
34
Pasadena Private Wealth
California
$18.8M +$18.8M +1,027,311 New
PS
35
Planned Solutions
California
$17.9M -$2.27M -123,948 -11%
SL
36
Systelligence LLC
Minnesota
$17.7M +$319K +17,370 +2%
WTA
37
Washington Trust Advisors
Massachusetts
$17.4M -$726K -39,594 -4%
PC
38
Prairiewood Capital
North Dakota
$16.5M +$1.19M +64,833 +8%
CFA
39
Cahill Financial Advisors
Minnesota
$16.3M +$1.63M +88,824 +11%
KAS
40
Kestra Advisory Services
Texas
$16.1M -$1.29M -70,266 -7%
HighTower Advisors
41
HighTower Advisors
Illinois
$15.8M +$1.51M +82,554 +11%
LPL Financial
42
LPL Financial
California
$15.5M +$709K +38,661 +5%
MWP
43
Moller Wealth Partners
$14.8M +$818K +44,601 +6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$14.5M +$167K +9,090 +1%
BC
45
Bartlett & Co
Ohio
$14.4M +$302K +16,458 +2%
BCWM
46
Bartlett & Co Wealth Management
Ohio
$14.4M +$302K +16,458 +2%
FCM
47
Firestone Capital Management
Florida
$14.2M -$348K -18,960 -2%
TWM
48
Tradition Wealth Management
Minnesota
$13.9M +$732K +39,876 +6%
FSG
49
Financial Strategies Group
Michigan
$13.7M +$128K +6,978 +0.9%
CWM
50
Cabot Wealth Management
Massachusetts
$13.6M -$141K -7,692 -1%