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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
526
Miracle Mile Advisors
California
$385K +$13.3K +442 +4%
FPF
527
First Pacific Financial
Washington
$384K +$49.6K +1,644 +15%
GJIA
528
Glass Jacobson Investment Advisors
Maryland
$380K -$13.2K -437 -3%
AFP
529
ATX Financial Planning
Texas
$379K -$7.94K -263 -2%
AC
530
Anson Capital
Georgia
$374K – – –
WCA
531
Westover Capital Advisors
Delaware
$372K -$13.9K -459 -4%
PA
532
Procyon Advisors
Connecticut
$370K – – –
SHFA
533
SC&H Financial Advisors
Maryland
$370K +$1.36K +45 +0.4%
WIA
534
World Investment Advisors
California
$364K +$8.42K +279 +2%
EFG
535
Everhart Financial Group
Ohio
$363K -$56.2K -1,861 -14%
MC
536
Moors & Cabot
Massachusetts
$361K -$4.83K -160 -1%
FWCM
537
Ferguson Wellman Capital Management
Oregon
$360K -$61.4K -2,036 -15%
MCC
538
Money Concepts Capital
Florida
$355K -$3.5K -116 -1%
WCFA
539
Walkner Condon Financial Advisors
Wisconsin
$355K -$46.1K -1,527 -12%
IFA
540
Index Fund Advisors
California
$352K – – –
RYIA
541
Roehl & Yi Investment Advisors
Oregon
$350K +$339K +11,245 New
CP
542
Creekside Partners
California
$348K – – –
KIM
543
Kane Investment Management
California
$347K +$337K +11,173 New
IWAO
544
Independence Wealth Advisors (Ohio)
Ohio
$345K +$9.21K +305 +3%
CCP
545
Clarkston Capital Partners
Michigan
$345K -$2.21M -73,231 -87%
SB
546
Simmons Bank
Arkansas
$344K – – –
SFG
547
Sovereign Financial Group
Connecticut
$343K -$87.9K -2,913 -21%
EWA
548
Elevate Wealth Advisory
Georgia
$342K +$92.3K +3,060 +39%
ACA
549
Ackerman Capital Advisors
Texas
$341K – – –
CIA
550
Concurrent Investment Advisors
Florida
$340K +$77.8K +2,579 +31%
20 21
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