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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
501
Whittier Trust
California
$370K – – –
NWM
502
Nova Wealth Management
Florida
$370K -$1.25K -44 -0.3%
TYCC
503
Texas Yale Capital Corp
Florida
$368K – – –
WAM
504
Weatherly Asset Management
California
$366K – – –
MWM
505
Modera Wealth Management
New Jersey
$364K – – –
WCFA
506
Walkner Condon Financial Advisors
Wisconsin
$361K -$20.6K -726 -5%
PCMC
507
Paragon Capital Management (Colorado)
Colorado
$360K – – –
WAS
508
Westco Advisory Services
New York
$359K -$4.85K -171 -1%
AFG
509
Atomi Financial Group
New York
$358K +$364K +12,861 New
HKIMG
510
Hutchens & Kramer Investment Management Group
Indiana
$358K – – –
AWAG
511
ARS Wealth Advisors Group
Florida
$356K – – –
MA
512
MCF Advisors
Kentucky
$356K – – –
RFP
513
Root Financial Partners
California
$354K -$78K -2,751 -18%
IAIM
514
International Assets Investment Management
Florida
$353K +$61.3K +2,162 +21%
GJIA
515
Glass Jacobson Investment Advisors
Maryland
$352K -$20.7K -731 -5%
PWW
516
Pettyjohn Wood & White
Virginia
$352K +$50.5K +1,782 +16%
RWIA
517
Roger Wittlin Investment Advisory
California
$352K +$1.45K +51 +0.4%
CCG
518
Coastwise Capital Group
California
$351K +$1.45K +51 +0.4%
LSWP
519
Liberty Square Wealth Partners
Pennsylvania
$349K – – –
AFP
520
ATX Financial Planning
Texas
$347K – – –
WCA
521
Westover Capital Advisors
Delaware
$346K -$9.89K -349 -3%
WIA
522
World Investment Advisors
California
$346K +$6.72K +237 +2%
B
523
BetterWealth
California
$336K +$342K +12,071 New
AC
524
Anson Capital
Georgia
$335K – – –
MMA
525
Miracle Mile Advisors
California
$333K +$765 +27 +0.2%
19 20
21
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