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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$60.6M +$9.28M +327,418 +18%
Creative Planning
27
Creative Planning
Kansas
$60.4M +$1.34M +47,431 +2%
UBS Group
28
UBS Group
Switzerland
$59.8M -$5.55M -195,846 -8%
TNA
29
True North Advisors
Texas
$57.8M +$58.8M +2,073,839 New
PAG
30
Private Advisor Group
New Jersey
$56.6M -$451K -15,921 -0.8%
HighTower Advisors
31
HighTower Advisors
Illinois
$56.4M +$2.49M +87,716 +5%
PC
32
Prairiewood Capital
North Dakota
$53.3M +$2.57M +90,716 +5%
CPG
33
Cornerstone Planning Group
New Jersey
$51.2M +$3.79M +133,686 +9%
AA
34
Ashford Advisors
New York
$51.1M
KHC
35
Koesten Hirschmann & Crabtree
Kansas
$47.5M -$317K -11,198 -0.7%
TWM
36
Tanglewood Wealth Management
Texas
$47.4M +$10.9M +385,731 +29%
KCPG
37
Kavar Capital Partners Group
Kansas
$44.4M +$501K +17,673 +1%
LRIA
38
Leonard Rickey Investment Advisors
Washington
$41.8M +$585K +20,649 +1%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$41.1M -$644K -22,741 -2%
RCA
40
Resonant Capital Advisors
Wisconsin
$40.8M +$2.76M +97,328 +7%
Osaic Holdings
41
Osaic Holdings
Arizona
$36.2M -$21.5M -757,427 -37%
Mariner
42
Mariner
Kansas
$35M +$1.43M +50,449 +4%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$33.6M -$261K -9,212 -0.8%
BAM
44
Belpointe Asset Management
Nevada
$31.9M -$5.69M -200,679 -15%
FCA
45
Fortis Capital Advisors
Kansas
$31.9M -$5.69M -200,679 -15%
GVAG
46
Great Valley Advisor Group
Delaware
$31.7M +$793K +27,974 +3%
ONB
47
Old National Bancorp
Indiana
$31.4M +$31.9M +1,127,401 New
DC
48
Davenport & Co
Virginia
$30.8M +$5.33M +188,169 +21%
UFAC
49
Urban Financial Advisory Corp
Illinois
$30M +$8.05M +284,075 +36%
PWM
50
PTM Wealth Management
United States
$29.6M -$7.32M -258,254 -20%