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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
$41M -$743K -32,301 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$37M +$1.44M +62,652 +4%
LPL Financial
28
LPL Financial
California
$36.8M +$2.79M +121,080 +9%
CCMG
29
Clark Capital Management Group
Pennsylvania
$35.2M +$1.45M +62,940 +4%
AA
30
ALPS Advisors
Colorado
$34.8M -$457K -19,860 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$34.4M +$3.85M +167,517 +13%
KAS
32
Kestra Advisory Services
Texas
$33.5M +$3.38M +147,084 +12%
LRIA
33
Leonard Rickey Investment Advisors
Washington
$32.7M +$352K +15,312 +1%
PC
34
Prairiewood Capital
North Dakota
$31.7M +$1.99M +86,604 +7%
Creative Planning
35
Creative Planning
Kansas
$31.6M +$520K +22,614 +2%
KCPG
36
Kavar Capital Partners Group
Kansas
$31.5M +$442K +19,230 +1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$31.4M +$1.15M +49,836 +4%
CPG
38
Cornerstone Planning Group
New Jersey
$31.3M +$90.4M +3,928,854 New
RCA
39
Resonant Capital Advisors
Wisconsin
$28.9M +$933K +40,560 +3%
OFG
40
Oxford Financial Group
Indiana
$27.8M -$1.13M -49,041 -4%
Mariner
41
Mariner
Kansas
$25.6M +$763K +33,186 +3%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$25.1M +$6.2M +269,634 +34%
PS
43
Planned Solutions
California
$24.8M +$147K +6,393 +0.6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$23.9M +$10.6K +462 +0%
CFA
45
Cahill Financial Advisors
Minnesota
$23M -$4.05M -176,226 -15%
AWM
46
Allen Wealth Management
North Carolina
$22.4M +$21.6M +938,214 New
SFS
47
Solitude Financial Services
Virginia
$21.6M +$160K +6,975 +0.8%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$21M +$288K +12,513 +1%
FSG
49
Financial Strategies Group
Michigan
$20.4M +$38.9M +1,692,810 +202%
HTC
50
Haverford Trust Company
Pennsylvania
$20.3M +$185K +8,031 +1%