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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
476
FAS Wealth Partners
Kansas
$226K -$7.93K -328 -3%
CWM
477
Castle Wealth Management
Florida
$226K -$9.67K -400 -4%
Smithfield Trust
478
Smithfield Trust
Pennsylvania
$224K – – –
IAIM
479
International Assets Investment Management
Florida
$222K +$227K +9,406 New
AG
480
Advocate Group
Minnesota
$222K – – –
Grimes & Company
481
Grimes & Company
Massachusetts
$222K +$14.5K +601 +7%
PWW
482
Pettyjohn Wood & White
Virginia
$222K +$227K +9,400 New
MCM
483
Mainstream Capital Management
California
$221K -$5.8K -240 -2%
ST
484
Sabal Trust
Florida
$220K – – –
WIC
485
Woodmont Investment Counsel
Tennessee
$219K – – –
EGA
486
E&G Advisors
Texas
$215K – – –
Citizens Financial Group
487
Citizens Financial Group
Rhode Island
$215K +$73 +3 +0%
EFG
488
Elios Financial Group
Ohio
$213K +$218 +9 +0.1%
EI
489
eCIO Inc
Wisconsin
$213K +$218K +9,020 New
CFP
490
Catalyst Financial Partners
Massachusetts
$212K – – –
Aspiriant LLC
491
Aspiriant LLC
California
$212K – – –
RFP
492
Root Financial Partners
California
$212K +$217K +8,972 New
CFS
493
CRA Financial Services
New Jersey
$211K +$216K +8,921 New
Renaissance Technologies
494
Renaissance Technologies
New York
$210K -$3.09M -127,900 -93%
CCM
495
Condor Capital Management
New Jersey
$210K +$24 +1 +0%
EWA
496
Elevate Wealth Advisory
Georgia
$210K -$23.4K -966 -10%
CAAS
497
Capital Asset Advisory Services
Michigan
$206K +$210K +8,693 New
Axxcess Wealth Management
498
Axxcess Wealth Management
California
$205K +$210K +8,693 New
MAS
499
Meeder Advisory Services
Ohio
$203K -$7.81K -323 -4%
SFWA
500
Summit Financial Wealth Advisors
Louisiana
$201K +$5.56K +230 +3%