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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
476
Invested Advisors
Pennsylvania
$364K +$118K +4,400 +49%
NWM
477
Nova Wealth Management
Florida
$362K -$11.6K -433 -3%
CA
478
CGN Advisors
Kansas
$361K -$35.3K -1,320 -9%
CAM
479
Cresset Asset Management
Illinois
$361K +$95.5K +3,568 +37%
TYCC
480
Texas Yale Capital Corp
Florida
$359K – – –
FWM
481
Fingerlakes Wealth Management
New York
$358K +$110K +4,102 +45%
WAM
482
Weatherly Asset Management
California
$358K +$352K +13,142 New
CICC
483
Capital Investment Counsel (Colorado)
Colorado
$356K +$27.8K +1,038 +9%
MWM
484
Modera Wealth Management
New Jersey
$356K -$13.8K -515 -4%
WAS
485
Westco Advisory Services
New York
$356K +$350K +13,073 New
FFG
486
Fiduciary Financial Group
California
$356K +$350K +13,073 New
SFG
487
Sovereign Financial Group
Connecticut
$354K -$2.52K -94 -0.7%
FWCM
488
Ferguson Wellman Capital Management
Oregon
$353K – – –
PCMC
489
Paragon Capital Management (Colorado)
Colorado
$352K – – –
VA
490
VestGen Advisors
Illinois
$350K +$344K +12,871 New
HKIMG
491
Hutchens & Kramer Investment Management Group
Indiana
$349K -$30.4K -1,136 -8%
AWAG
492
ARS Wealth Advisors Group
Florida
$348K – – –
MA
493
MCF Advisors
Kentucky
$348K +$883 +33 +0.3%
WCA
494
Westover Capital Advisors
Delaware
$348K +$1.12K +42 +0.3%
BFC
495
Bedel Financial Consulting
Indiana
$347K +$341K +12,750 New
RWIA
496
Roger Wittlin Investment Advisory
California
$343K +$337K +12,591 New
MFWP
497
Mosaic Family Wealth Partners
Missouri
$342K +$1.5K +56 +0.4%
CCG
498
Coastwise Capital Group
California
$342K +$1.23K +46 +0.4%
LSWP
499
Liberty Square Wealth Partners
Pennsylvania
$341K – – –
WJWM
500
Williams Jones Wealth Management
New York
$341K +$38.2K +1,428 +13%
18 19
20
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