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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
551
Physician Wealth Advisors
Utah
$49.1K – – –
MSWA
552
Marshall & Sterling Wealth Advisors
New York
$48.6K +$218 +9 +0.4%
DF
553
Dunhill Financial
United Kingdom
$48.4K +$49.5K +2,049 New
GK
554
Graney & King
New York
$47.7K +$46K +1,902 +1,598%
PTC
555
Private Trust Company
Ohio
$46.5K +$47.6K +1,971 New
WP
556
WealthShield Partners
North Carolina
$44.4K +$13.1K +541 +40%
JWA
557
JFS Wealth Advisors
Pennsylvania
$43.7K +$44.7K +1,851 New
T
558
Tidemark
California
$42.7K +$193 +8 +0.4%
ACA
559
American Capital Advisory
Idaho
$42.3K +$193 +8 +0.4%
GWSA
560
Global Wealth Strategies & Associates
Colorado
$41K +$145 +6 +0.3%
CA
561
Clearstead Advisors
Ohio
$35.2K +$73 +3 +0.2%
DI
562
DAGCO Inc
Ohio
$33.2K +$34K +1,408 New
PS
563
Pinney & Scofield
Massachusetts
$33.1K +$121 +5 +0.4%
KFI
564
Key Financial Inc
Pennsylvania
$31.8K +$14.4K +596 +79%
RMP
565
Richards, Merrill & Peterson
Washington
$30.2K – – –
WT
566
Washington Trust
Rhode Island
$29.6K – – –
BGWM
567
Bridge Generations Wealth Management
Florida
$27.6K +$17.8K +738 +171%
ATC
568
Adirondack Trust Company
New York
$27.3K – – –
WWM
569
Woodside Wealth Management
Massachusetts
$24.6K +$25.2K +1,041 New
OP
570
ORG Partners
Indiana
$23.9K – – –
RWM
571
Rialto Wealth Management
New York
$22.9K – – –
PB
572
Pinnacle Bancorp
Nebraska
$22.7K -$6.96K -288 -23%
WWMSC
573
Wagner Wealth Management (South Carolina)
South Carolina
$19.8K +$1.98K +82 +11%
KSWA
574
Kathleen S. Wright Associates
Pennsylvania
$19.4K – – –
CIA
575
Cape Investment Advisory
Georgia
$18.8K – – –
21 22
23
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