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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KHC
26
Koesten Hirschmann & Crabtree
Kansas
$39.2M
HighTower Advisors
27
HighTower Advisors
Illinois
$33.1M +$804K +36,468 +3%
AA
28
ALPS Advisors
Colorado
$32.9M -$13.5M -614,010 -29%
LPL Financial
29
LPL Financial
California
$31.6M +$2.73M +123,984 +10%
CCMG
30
Clark Capital Management Group
Pennsylvania
$31.4M +$98.6K +4,470 +0.3%
LRIA
31
Leonard Rickey Investment Advisors
Washington
$30.2M +$528K +23,937 +2%
Creative Planning
32
Creative Planning
Kansas
$29M +$754K +34,191 +3%
KCPG
33
Kavar Capital Partners Group
Kansas
$28.9M +$1.01M +45,984 +4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$28.4M +$2.18M +98,700 +8%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$28.2M +$1.16M +52,434 +4%
KAS
36
Kestra Advisory Services
Texas
$27.8M +$5.81M +263,370 +27%
PC
37
Prairiewood Capital
North Dakota
$27.6M +$340K +15,432 +1%
OFG
38
Oxford Financial Group
Indiana
$27M -$355K -16,119 -1%
RCA
39
Resonant Capital Advisors
Wisconsin
$26.2M +$914K +41,457 +4%
CFA
40
Cahill Financial Advisors
Minnesota
$25.4M +$540K +24,480 +2%
Mariner
41
Mariner
Kansas
$23.2M +$980K +44,448 +4%
PS
42
Planned Solutions
California
$23M -$17.3K -786 -0.1%
Corient Private Wealth
43
Corient Private Wealth
Florida
$22.3M -$13.1K -594 -0.1%
GC
44
Gratus Capital
Georgia
$21.6M +$198K +8,985 +0.9%
SFS
45
Solitude Financial Services
Virginia
$20M +$514K +23,334 +3%
BCWM
46
Bartlett & Co Wealth Management
Ohio
$19.4M +$370K +16,800 +2%
WTA
47
Washington Trust Advisors
Massachusetts
$18.9M -$682K -30,927 -4%
FSG
48
Financial Strategies Group
Michigan
$18.8M -$134K -6,069 -0.7%
HTC
49
Haverford Trust Company
Pennsylvania
$18.7M +$2.06M +93,573 +13%
MWP
50
Moller Wealth Partners
$17.7M -$2.91K -132 -0%