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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
551
Palisade Asset Management
Minnesota
$200K +$193K +7,611 New
RIL
552
Rothschild Investment LLC
Illinois
$199K – – –
RYIA
553
Roehl & Yi Investment Advisors
Oregon
$193K +$4.03M +158,742 New
AIC
554
Archer Investment Corporation
Indiana
$192K +$762 +30 +0.4%
GIM
555
Glenmede Investment Management
Pennsylvania
$184K +$55.1K +2,172 +45%
CA
556
Crewe Advisors
Utah
$178K – – –
AUB
557
Atlantic Union Bankshares
Virginia
$177K +$10.5K +412 +7%
GGI
558
Godsey & Gibb Inc
Virginia
$168K -$10.3K -407 -6%
GIA
559
GHP Investment Advisors
Colorado
$157K +$148K +5,841 +4,233%
CJ
560
Caitlin John
Michigan
$157K +$151K +5,961 New
PMFA
561
Plante Moran Financial Advisors
Michigan
$154K – – –
FRA
562
Front Row Advisors
California
$153K – – –
GWM
563
Geneos Wealth Management
Colorado
$153K – – –
FCG
564
Financial Connections Group
California
$152K -$28.1K -1,107 -16%
CF
565
Centaurus Financial
California
$152K +$7.08K +279 +5%
BIM
566
Breakwater Investment Management
Washington
$142K – – –
SWM
567
Spire Wealth Management
Virginia
$141K +$4.52K +178 +3%
SAM
568
Smartleaf Asset Management
Massachusetts
$136K +$14.8K +583 +13%
KWM
569
Kiker Wealth Management
Georgia
$136K +$76.4K +3,008 +139%
FW
570
Fairway Wealth
Ohio
$130K – – –
ME
571
McIlrath & Eck
Washington
$129K +$6.8K +268 +6%
BFPW
572
BOK Financial Private Wealth
Colorado
$128K – – –
CA
573
Clearstead Advisors
Ohio
$126K +$83.4K +3,285 +219%
IF
574
Integrity Financial
Wyoming
$125K – – –
CIAS
575
CBIZ Investment Advisory Services
Ohio
$115K – – –
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