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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
526
Stone Summit Wealth
Florida
$220K -$4.04K -159 -2%
HA
527
HC Advisors
Georgia
$218K – – –
SFG
528
SNS Financial Group
Minnesota
$216K – – –
SF
529
Symphony Financial
Texas
$216K +$190K +7,490 +1,042%
AL
530
Aspiriant LLC
California
$216K -$19.9K -783 -9%
BTI
531
Blue Trust Inc
Georgia
$215K +$193K +7,601 +1,306%
DPI
532
Diversified Portfolios Inc
Michigan
$214K – – –
IA
533
Invested Advisors
Pennsylvania
$213K +$228K +8,973 New
AA
534
Auxano Advisors
Washington
$213K +$206K +8,116 New
BC
535
Brio Consultants
California
$211K +$204K +8,040 New
KA
536
Klingman & Associates
New York
$210K +$203K +7,999 New
MFIM
537
Mesirow Financial Investment Management
Illinois
$210K +$202K +7,969 New
NEPWA
538
New England Private Wealth Advisors
Massachusetts
$210K +$202K +7,968 New
FIA
539
Foundations Investment Advisors
Arizona
$209K +$202K +7,960 New
EWA
540
Elevate Wealth Advisory
Georgia
$209K – – –
BJL
541
Brighton Jones LLC
Washington
$207K -$22.9K -902 -10%
CA
542
Calton & Associates
Florida
$207K +$200K +7,881 New
SF
543
Summit Financial
New Jersey
$207K +$200K +7,859 New
NG
544
Norden Group
Utah
$207K +$199K +7,857 New
HNWAG
545
High Net Worth Advisory Group
Florida
$206K +$199K +7,830 New
CKAIS
546
Christensen King & Associates Investment Services
Washington
$204K +$197K +7,767 New
VA
547
Vident Advisory
Georgia
$202K +$195K +7,697 New
SWA
548
Strategies Wealth Advisors
Michigan
$202K +$195K +7,694 New
SIM
549
Stratos Investment Management
Ohio
$202K +$195K +7,690 New
FRA
550
Frank Rimerman Advisors
California
$202K +$195K +7,677 New
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