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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
551
Curtis Advisory Group
California
$285K +$24.6K +869 +9%
AA
552
Ancora Advisors
Ohio
$283K +$38.5K +1,358 +15%
CIA
553
Caerus Investment Advisors
Texas
$279K – – –
IPA
554
Investment Planning Advisors
Georgia
$278K +$283K +9,992 New
DFA
555
DHJJ Financial Advisors
Illinois
$278K +$57 +2 +0%
DWM
556
Diversify Wealth Management
Utah
$278K +$265K +9,360 New
FIA
557
Foundations Investment Advisors
Arizona
$276K +$281K +9,908 New
IP
558
Indivisible Partners
Florida
$275K +$280K +9,874 New
PMFA
559
Plante Moran Financial Advisors
Michigan
$274K -$13.9K -492 -5%
PL
560
Parthenon LLC
Kentucky
$272K – – –
SAM
561
Summit Asset Management
Tennessee
$268K +$33K +1,164 +14%
SFG
562
SNS Financial Group
Minnesota
$266K – – –
FWP
563
FAS Wealth Partners
Kansas
$265K -$2.38K -84 -0.9%
ST
564
Smithfield Trust
Pennsylvania
$265K – – –
AG
565
Advocate Group
Minnesota
$262K – – –
JRSI
566
Jeter Robert S II
$261K +$244K +8,604 New
AWA
567
Archvest Wealth Advisors
California
$259K +$595 +21 +0.2%
LW
568
Linscomb Wealth
Texas
$259K +$263K +9,286 New
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$259K – – –
WIC
570
Woodmont Investment Counsel
Tennessee
$258K – – –
MA
571
Mutual Advisors
Nebraska
$256K +$42K +1,481 +19%
FLPIM
572
F.L. Putnam Investment Management
Massachusetts
$256K -$13.4K -474 -5%
CWM
573
Castle Wealth Management
Florida
$255K – – –
EGA
574
E&G Advisors
Texas
$254K – – –
BH
575
Burk Holdings
Oklahoma
$254K -$159K -5,623 -38%
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