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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
551
Frank Rimerman Advisors
California
$202K +$195K +7,677 New
PAM
552
Palisade Asset Management
Minnesota
$200K +$193K +7,611 New
RIL
553
Rothschild Investment LLC
Illinois
$199K – – –
RYIA
554
Roehl & Yi Investment Advisors
Oregon
$193K +$4.03M +158,742 New
AIC
555
Archer Investment Corporation
Indiana
$192K +$762 +30 +0.4%
GIM
556
Glenmede Investment Management
Pennsylvania
$184K +$55.1K +2,172 +45%
CA
557
Crewe Advisors
Utah
$178K – – –
AUB
558
Atlantic Union Bankshares
Virginia
$177K +$10.5K +412 +7%
GGI
559
Godsey & Gibb Inc
Virginia
$168K -$10.3K -407 -6%
GIA
560
GHP Investment Advisors
Colorado
$157K +$148K +5,841 +4,233%
CJ
561
Caitlin John
Michigan
$157K +$151K +5,961 New
PMFA
562
Plante Moran Financial Advisors
Michigan
$154K – – –
FRA
563
Front Row Advisors
California
$153K – – –
GWM
564
Geneos Wealth Management
Colorado
$153K – – –
FCG
565
Financial Connections Group
California
$152K -$28.1K -1,107 -16%
CF
566
Centaurus Financial
California
$152K +$7.08K +279 +5%
BIM
567
Breakwater Investment Management
Washington
$142K – – –
SWM
568
Spire Wealth Management
Virginia
$141K +$4.52K +178 +3%
SAM
569
Smartleaf Asset Management
Massachusetts
$136K +$14.8K +583 +13%
KWM
570
Kiker Wealth Management
Georgia
$136K +$76.4K +3,008 +139%
FW
571
Fairway Wealth
Ohio
$130K – – –
ME
572
McIlrath & Eck
Washington
$129K +$6.8K +268 +6%
BFPW
573
BOK Financial Private Wealth
Colorado
$128K – – –
CA
574
Clearstead Advisors
Ohio
$126K +$83.4K +3,285 +219%
IF
575
Integrity Financial
Wyoming
$125K – – –
21 22
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