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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
526
WR Wealth Planners
Missouri
$59.2K +$267 +11 +0.4%
JFA
527
JNBA Financial Advisors
Minnesota
$56.4K – – –
BAM
528
Bellevue Asset Management
Washington
$56.1K +$39.7K +1,636 +223%
BBHC
529
Brown Brothers Harriman & Co
New York
$54.6K +$55.9K +2,304 New
TFGT
530
TS Financial Group (TSFG)
Illinois
$51K – – –
IHWM
531
Iron Horse Wealth Management
Iowa
$50.4K – – –
NFSG
532
Newbridge Financial Services Group
Florida
$49.7K +$50.9K +2,100 New
PWA
533
Physician Wealth Advisors
Utah
$49.2K +$50.4K +2,079 New
MSWA
534
Marshall & Sterling Wealth Advisors
New York
$48.5K +$49.7K +2,049 New
KBFS
535
Kohmann Bosshard Financial Services
Ohio
$44.7K +$45.8K +1,887 New
T
536
Tidemark
California
$42.6K +$267 +11 +0.6%
ACA
537
American Capital Advisory
Idaho
$42.3K +$194 +8 +0.5%
GWSA
538
Global Wealth Strategies & Associates
Colorado
$41K +$145 +6 +0.3%
MFS
539
Mattson Financial Services
Michigan
$36K +$12.2K +502 New
DRP
540
Decker Retirement Planning
Utah
$35.5K +$36.4K +1,500 New
CA
541
Clearstead Advisors
Ohio
$35.3K +$24 +1 +0.1%
MFA
542
McClarren Financial Advisors
Pennsylvania
$35K +$36.6K +1,509 New
PS
543
Pinney & Scofield
Massachusetts
$33K +$33.8K +1,395 New
OC
544
Oarsman Capital
Wisconsin
$32.3K +$33.1K +1,365 New
CP
545
Castleview Partners
Texas
$31.9K – – –
WP
546
WealthShield Partners
North Carolina
$31.7K +$121 +5 +0.4%
RMP
547
Richards, Merrill & Peterson
Washington
$30.3K +$31.1K +1,281 New
WT
548
Washington Trust
Rhode Island
$29.7K +$20.5K +846 +207%
PB
549
Pinnacle Bancorp
Nebraska
$29.6K +$18.9K +781 +167%
ATC
550
Adirondack Trust Company
New York
$27.4K – – –
20 21
22
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