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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ashford Advisors
New York
$47.4M +$1.96K +81 +0%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$44.5M +$3.01M +124,630 +7%
KHC
28
Koesten Hirschmann & Crabtree
Kansas
$42.6M +$978K +40,477 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$40.5M -$2.42M -99,957 -6%
HighTower Advisors
30
HighTower Advisors
Illinois
$37.5M +$1.14M +47,310 +3%
BWP
31
BlueStem Wealth Partners
Minnesota
$37.4M -$16.2M -671,881 -30%
KCPG
32
Kavar Capital Partners Group
Kansas
$34.2M +$1.4M +57,742 +4%
PC
33
Prairiewood Capital
North Dakota
$34M +$1.72M +71,140 +5%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$33.7M +$452K +18,714 +1%
Creative Planning
35
Creative Planning
Kansas
$33.5M +$2.15M +88,985 +7%
AA
36
ALPS Advisors
Colorado
$32.7M +$22.4K +925 +0.1%
CPG
37
Cornerstone Planning Group
New Jersey
$32M +$1.87M +77,214 +6%
LRIA
38
Leonard Rickey Investment Advisors
Washington
$31.8M +$858K +35,499 +3%
CCMG
39
Clark Capital Management Group
Pennsylvania
$30.7M -$5.27M -218,000 -14%
BAM
40
Belpointe Asset Management
Nevada
$30M +$30.7M +1,268,807 New
FCA
41
Fortis Capital Advisors
Kansas
$30M +$30.7M +1,268,807 New
RCA
42
Resonant Capital Advisors
Wisconsin
$29.8M +$1.14M +47,139 +4%
TWM
43
Tanglewood Wealth Management
Texas
$29.1M -$7.51M -310,675 -20%
OFG
44
Oxford Financial Group
Indiana
$26M -$620K -25,666 -2%
PS
45
Planned Solutions
California
$25.2M +$559K +23,120 +2%
Mariner
46
Mariner
Kansas
$24.7M +$1.03M +42,711 +4%
PWM
47
PTM Wealth Management
United States
$24.2M +$28.1M +1,161,288 New
HTC
48
Haverford Trust Company
Pennsylvania
$23.3M +$3.2M +132,217 +16%
AWM
49
Allen Wealth Management
North Carolina
$22.7M +$435K +17,992 +2%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$22.6M +$788K +32,609 +4%