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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
551
Onyx Bridge Wealth Group
New York
$295K – – –
HW
552
Hancock Whitney
Mississippi
$287K – – –
CAG
553
Curtis Advisory Group
California
$285K +$24.6K +869 +9%
AA
554
Ancora Advisors
Ohio
$283K +$38.5K +1,358 +15%
CIA
555
Caerus Investment Advisors
Texas
$279K – – –
IPA
556
Investment Planning Advisors
Georgia
$278K +$283K +9,992 New
DFA
557
DHJJ Financial Advisors
Illinois
$278K +$57 +2 +0%
DWM
558
Diversify Wealth Management
Utah
$278K +$265K +9,360 New
FIA
559
Foundations Investment Advisors
Arizona
$276K +$281K +9,908 New
IP
560
Indivisible Partners
Florida
$275K +$280K +9,874 New
PMFA
561
Plante Moran Financial Advisors
Michigan
$274K -$13.9K -492 -5%
PL
562
Parthenon LLC
Kentucky
$272K – – –
SAM
563
Summit Asset Management
Tennessee
$268K +$33K +1,164 +14%
SFG
564
SNS Financial Group
Minnesota
$266K – – –
FWP
565
FAS Wealth Partners
Kansas
$265K -$2.38K -84 -0.9%
ST
566
Smithfield Trust
Pennsylvania
$265K – – –
AG
567
Advocate Group
Minnesota
$262K – – –
JRSI
568
Jeter Robert S II
$261K +$244K +8,604 New
AWA
569
Archvest Wealth Advisors
California
$259K +$595 +21 +0.2%
LW
570
Linscomb Wealth
Texas
$259K +$263K +9,286 New
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$259K – – –
WIC
572
Woodmont Investment Counsel
Tennessee
$258K – – –
MA
573
Mutual Advisors
Nebraska
$256K +$42K +1,481 +19%
FLPIM
574
F.L. Putnam Investment Management
Massachusetts
$256K -$13.4K -474 -5%
CWM
575
Castle Wealth Management
Florida
$255K – – –
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