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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
501
Woodmont Investment Counsel
Tennessee
$244K
AWA
502
Archvest Wealth Advisors
California
$243K -$506K -19,922 -68%
ZF
503
Zhang Financial
Michigan
$242K +$233K +9,189 New
GIA
504
Gladstone Institutional Advisory
Florida
$242K +$233K +9,188 New
CWM
505
Castle Wealth Management
Florida
$241K -$10.2K -400 -4%
EGA
506
E&G Advisors
Texas
$240K
CFG
507
Citizens Financial Group
Rhode Island
$240K
Brown Advisory
508
Brown Advisory
Maryland
$239K
YCM
509
Yousif Capital Management
Michigan
$238K +$230K +9,056 New
FWM
510
Fingerlakes Wealth Management
New York
$238K +$230K +9,040 New
CFP
511
Catalyst Financial Partners
Massachusetts
$237K
TPA
512
Trivium Point Advisory
Connecticut
$234K -$691K -27,200 -75%
FWP
513
FAS Wealth Partners
Kansas
$234K +$838 +33 +0.4%
DADC
514
D.A. Davidson & Co
Montana
$233K +$225K +8,875 New
WS
515
Wedbush Securities
California
$232K +$224K +8,825 New
FVWA
516
Foster Victor Wealth Advisors
South Carolina
$229K -$305K -12,023 -58%
IAIM
517
International Assets Investment Management
Florida
$229K
MAS
518
Meeder Advisory Services
Ohio
$227K +$914 +36 +0.4%
RFP
519
Root Financial Partners
California
$227K -$10.3K -405 -4%
AP
520
Americana Partners
Texas
$225K +$6.88K +271 +3%
SWM
521
SeaCrest Wealth Management
New York
$225K +$216K +8,496 New
OWA
522
Oak Wealth Advisors
Illinois
$225K -$31.7K -1,250 -13%
MSR
523
Main Street Research
Connecticut
$225K
SAM
524
Summit Asset Management
Tennessee
$222K +$215K +8,460 New
MIM
525
Marco Investment Management
Georgia
$221K +$3.2K +126 +2%