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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
551
D.A. Davidson & Co
Montana
$257K +$15.2K +567 +6%
AG
552
Advocate Group
Minnesota
$256K – – –
CAG
553
Curtis Advisory Group
California
$255K -$32.9K -1,229 -12%
JFGIW
554
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K – – –
WIC
555
Woodmont Investment Counsel
Tennessee
$252K – – –
AWA
556
Archvest Wealth Advisors
California
$252K +$508 +19 +0.2%
ADL
557
Asset Dedication LLC
California
$252K -$14.5K -542 -6%
CWM
558
Castle Wealth Management
Florida
$249K – – –
EGA
559
E&G Advisors
Texas
$248K – – –
CFG
560
Citizens Financial Group
Rhode Island
$248K – – –
CFP
561
Catalyst Financial Partners
Massachusetts
$245K – – –
SC
562
SouthState Corp
Florida
$244K -$60.1K -2,245 -20%
DAS
563
Diversify Advisory Services
Utah
$242K -$25K -934 -10%
AA
564
Ancora Advisors
Ohio
$240K +$190K +7,102 +415%
SF
565
Symphony Financial
Texas
$239K +$15.5K +578 +7%
NP
566
NorthRock Partners
Minnesota
$235K +$231K +8,642 New
SWM
567
SeaCrest Wealth Management
New York
$235K -$401 -15 -0.2%
AP
568
Americana Partners
Texas
$234K +$1.04K +39 +0.5%
BIAS
569
Beacon Investment Advisory Services
New Jersey
$233K +$229K +8,570 New
NEPWA
570
New England Private Wealth Advisors
Massachusetts
$231K +$13.6K +509 +6%
SAM
571
Summit Asset Management
Tennessee
$230K – – –
MIM
572
Marco Investment Management
Georgia
$229K – – –
TPA
573
Trivium Point Advisory
Connecticut
$228K -$13.6K -507 -6%
FMI
574
Financial Management Inc
Arkansas
$227K +$223K +8,330 New
HA
575
HC Advisors
Georgia
$226K – – –
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