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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$57.7M +$20M +748,062 +54%
Osaic Holdings
27
Osaic Holdings
Arizona
$56M -$5.94M -222,136 -10%
PAG
28
Private Advisor Group
New Jersey
$55.7M -$53.2K -1,988 -0.1%
BIA
29
Bell Investment Advisors
California
$54.8M -$1.32M -49,517 -2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$53.5M +$28.5M +1,065,357 +118%
BWP
31
BlueStem Wealth Partners
Minnesota
$53.5M +$1.84M +68,756 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$52.7M +$2.65M +99,156 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$50.3M +$2.34M +87,275 +5%
AA
34
Ashford Advisors
New York
$49.9M -$1.09M -40,787 -2%
PC
35
Prairiewood Capital
North Dakota
$49.6M +$2.6M +97,149 +6%
KHC
36
Koesten Hirschmann & Crabtree
Kansas
$46.7M -$3.37M -125,821 -7%
CPG
37
Cornerstone Planning Group
New Jersey
$44.2M +$41.8M +1,562,340 +839,968%
KCPG
38
Kavar Capital Partners Group
Kansas
$42.9M +$1.18M +43,999 +3%
LRIA
39
Leonard Rickey Investment Advisors
Washington
$40.3M +$926K +34,600 +2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$39.9M +$2.09M +77,949 +5%
RCA
41
Resonant Capital Advisors
Wisconsin
$37.2M +$667K +24,946 +2%
BAM
42
Belpointe Asset Management
Nevada
$36.6M +$1.1M +40,963 +3%
FCA
43
Fortis Capital Advisors
Kansas
$36.6M +$1.1M +40,963 +3%
PWM
44
PTM Wealth Management
United States
$36.3M +$1.3M +48,505 +4%
TWM
45
Tanglewood Wealth Management
Texas
$35.8M +$2.5M +93,348 +8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$33.1M -$18.3M -683,647 -36%
Mariner
47
Mariner
Kansas
$32.8M +$1.66M +61,875 +5%
GVAG
48
Great Valley Advisor Group
Delaware
$30.2M +$2.73M +102,143 +10%
PS
49
Planned Solutions
California
$28.6M -$375K -14,006 -1%
ES
50
Eagle Strategies
New York
$28.2M +$293K +10,948 +1%