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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
526
Marco Investment Management
Georgia
$203K +$193K +8,278 New
BRWA
527
B. Riley Wealth Advisors
Florida
$202K +$191K +8,220 New
SFG
528
SNS Financial Group
Minnesota
$202K +$191K +8,217 New
DPI
529
Diversified Portfolios Inc
Michigan
$200K +$190K +8,154 New
EWA
530
Elevate Wealth Advisory
Georgia
$195K -$21.8K -939 -11%
RIL
531
Rothschild Investment LLC
Illinois
$186K – – –
FHA
532
First Horizon Advisors
Tennessee
$183K +$168K +7,235 +3,230%
AIC
533
Archer Investment Corporation
Indiana
$179K +$745 +32 +0.4%
FCG
534
Financial Connections Group
California
$169K +$54.3K +2,334 +51%
GGI
535
Godsey & Gibb Inc
Virginia
$167K +$33.2K +1,428 +27%
CA
536
Crewe Advisors
Utah
$167K +$58.8K +2,525 +59%
AUB
537
Atlantic Union Bankshares
Virginia
$155K +$147K +6,312 New
PMFA
538
Plante Moran Financial Advisors
Michigan
$144K -$42.6K -1,833 -24%
GWM
539
Geneos Wealth Management
Colorado
$143K -$146K -6,294 -52%
FRA
540
Front Row Advisors
California
$143K – – –
SFC
541
SYM Financial Corp
Indiana
$136K +$62.2K +2,673 +93%
CF
542
Centaurus Financial
California
$135K -$27.4K -1,179 -18%
BIM
543
Breakwater Investment Management
Washington
$132K – – –
SWM
544
Spire Wealth Management
Virginia
$127K -$1.59M -68,224 -93%
FW
545
Fairway Wealth
Ohio
$121K -$70 -3 -0.1%
BFPW
546
BOK Financial Private Wealth
Colorado
$119K – – –
GIM
547
Glenmede Investment Management
Pennsylvania
$118K +$112K +4,807 New
IF
548
Integrity Financial
Wyoming
$117K – – –
ME
549
McIlrath & Eck
Washington
$113K +$256 +11 +0.2%
SAM
550
Smartleaf Asset Management
Massachusetts
$113K -$34.7K -1,492 -24%
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