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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
501
Advocate Group
Minnesota
$231K
WIC
502
Woodmont Investment Counsel
Tennessee
$227K
BIG
503
Brooklyn Investment Group
New York
$227K +$215K +9,254 New
IAIM
504
International Assets Investment Management
Florida
$226K -$4.65K -200 -2%
EGA
505
E&G Advisors
Texas
$224K
CFG
506
Citizens Financial Group
Rhode Island
$224K
MGIA
507
Moneta Group Investment Advisors
Missouri
$224K +$212K +9,117 New
Brown Advisory
508
Brown Advisory
Maryland
$223K -$571K -24,529 -73%
NP
509
NorthRock Partners
Minnesota
$222K -$19.3K -829 -8%
RFP
510
Root Financial Partners
California
$222K +$1.35K +58 +0.6%
CFP
511
Catalyst Financial Partners
Massachusetts
$221K
EFG
512
Elios Financial Group
Ohio
$220K -$1.26K -54 -0.6%
AL
513
Aspiriant LLC
California
$220K
CCM
514
Condor Capital Management
New Jersey
$218K +$23 +1 +0%
FWP
515
FAS Wealth Partners
Kansas
$217K -$16.6K -714 -7%
D.E. Shaw & Co
516
D.E. Shaw & Co
New York
$217K +$206K +8,847 New
BJL
517
Brighton Jones LLC
Washington
$216K +$204K +8,789 New
AWM
518
Axxcess Wealth Management
California
$213K
MAS
519
Meeder Advisory Services
Ohio
$211K
MSR
520
Main Street Research
Connecticut
$210K +$199K +8,541 New
SSW
521
Stone Summit Wealth
Florida
$209K -$58.2K -2,500 -23%
BAM
522
BOS Asset Management
Illinois
$206K +$195K +8,382 New
SF
523
Symphony Financial
Texas
$204K -$338K -14,515 -95%
HA
524
HC Advisors
Georgia
$204K +$193K +8,304 New
AP
525
Americana Partners
Texas
$204K +$193K +8,295 New