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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
476
Meeder Advisory Services
Ohio
$211K -$216K -8,911 -50%
CCM
477
Condor Capital Management
New Jersey
$210K +$73 +3 +0%
NP
478
NorthRock Partners
Minnesota
$209K +$40.2K +1,659 +23%
GC
479
Grimes & Company
Massachusetts
$208K -$1.36K -56 -0.6%
AI
480
Atria Investments
North Carolina
$206K -$42.5K -1,754 -17%
CPC
481
Cookson Peirce & Co
Pennsylvania
$203K +$208K +8,592 New
SFWA
482
Summit Financial Wealth Advisors
Louisiana
$203K +$201K +8,304 New
PCWA
483
Pacific Capital Wealth Advisors
California
$200K
SC
484
SouthState Corp
Florida
$197K
FFA
485
Farther Finance Advisors
California
$190K +$5.65K +233 +3%
PMFA
486
Plante Moran Financial Advisors
Michigan
$182K
RIL
487
Rothschild Investment LLC
Illinois
$180K
AIC
488
Archer Investment Corporation
Indiana
$171K +$800 +33 +0.5%
Russell Investments Group
489
Russell Investments Group
United Kingdom
$153K +$131K +5,421 +528%
Bessemer Group
490
Bessemer Group
New Jersey
$145K +$148K +6,124 New
CJ
491
Caitlin John
Michigan
$141K -$289K -11,922 -67%
FCT
492
First Community Trust
Iowa
$141K
SSB
493
Sandy Spring Bank
Maryland
$134K -$10.4K -429 -7%
FRA
494
Front Row Advisors
California
$134K
CF
495
Centaurus Financial
California
$133K +$7.32K +302 +6%
WAG
496
Windsor Advisory Group
Ohio
$131K +$134K +5,520 New
BIM
497
Breakwater Investment Management
Washington
$128K
GGI
498
Godsey & Gibb Inc
Virginia
$127K -$37.2K -1,536 -22%
LC
499
Lindbrook Capital
California
$126K
BTI
500
Blue Trust Inc
Georgia
$126K +$126K +5,193 +4,026%