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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
551
IAG Wealth Partners
Wisconsin
$26.3K – – –
IRC
552
Investors Research Corp
Georgia
$24.1K – – –
OP
553
ORG Partners
Indiana
$23.9K – – –
GSWM
554
Golden State Wealth Management
California
$22.9K +$23.5K +969 New
RWM
555
Rialto Wealth Management
New York
$22.9K +$23.5K +969 New
GWANC
556
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9K +$22.4K +924 New
FFO
557
Fortitude Family Office
Arizona
$20.3K +$48 +2 +0.2%
KSWA
558
Kathleen S. Wright Associates
Pennsylvania
$19.5K – – –
CFGS
559
Concourse Financial Group Securities
Alabama
$19.3K -$1.04K -43 -5%
CIA
560
Cape Investment Advisory
Georgia
$18.8K – – –
AIM
561
Anchor Investment Management
South Carolina
$18.7K +$19.2K +790 New
BA
562
Bristlecone Advisors
Washington
$18.6K +$97 +4 +0.5%
HWM
563
Hemington Wealth Management
Virginia
$18K -$38.7K -1,596 -67%
WWMSC
564
Wagner Wealth Management (South Carolina)
South Carolina
$17.9K +$3.76K +155 +26%
KFI
565
Key Financial Inc
Pennsylvania
$17.8K – – –
SL
566
Salomon & Ludwin
Virginia
$17.7K +$4.73K +195 +35%
MM
567
Main Management
California
$17K – – –
AEPWM
568
Atlantic Edge Private Wealth Management
Florida
$16.6K – – –
TAM
569
Tucker Asset Management
Colorado
$15.6K +$6.55K +270 +70%
HI
570
Human Investing
Oregon
$15.3K +$15.7K +648 New
CAL
571
Capital Advisors Ltd
Ohio
$15K – – –
AAG
572
Armstrong Advisory Group
Massachusetts
$14.7K – – –
PK
573
Pflug Koory
Nebraska
$14.2K – – –
CMP
574
Coston McIsaac & Partners
Maine
$12K – – –
BCMLT
575
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K – – –
21 22
23
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