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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
576
Kiker Wealth Management
Georgia
$53K +$42.8K +1,839 +573%
IHWM
577
Iron Horse Wealth Management
Iowa
$52.2K – – –
TFGT
578
TS Financial Group (TSFG)
Illinois
$52K – – –
BMM
579
Berkshire Money Management
Massachusetts
$51.8K +$49.1K +2,112 New
NFSG
580
Newbridge Financial Services Group
Florida
$51.5K – – –
MSWA
581
Marshall & Sterling Wealth Advisors
New York
$50.7K +$209 +9 +0.4%
DF
582
Dunhill Financial
United Kingdom
$50.3K – – –
GK
583
Graney & King
New York
$49.6K – – –
AA
584
Ancora Advisors
Ohio
$48.2K -$108K -4,636 -70%
SL
585
Salomon & Ludwin
Virginia
$45K +$24.7K +1,062 +142%
T
586
Tidemark
California
$44.5K +$186 +8 +0.4%
PWMG
587
Private Wealth Management Group
New Jersey
$37.9K -$24.2K -1,042 -40%
MAWAG
588
Mid-American Wealth Advisory Group
Missouri
$37.5K +$35.5K +1,527 New
CA
589
Clearstead Advisors
Ohio
$36.8K +$186 +8 +0.5%
DI
590
DAGCO Inc
Ohio
$34.7K +$140 +6 +0.4%
PS
591
Pinney & Scofield
Massachusetts
$34.5K +$140 +6 +0.4%
KFI
592
Key Financial Inc
Pennsylvania
$33K – – –
GWSA
593
Global Wealth Strategies & Associates
Colorado
$31.9K -$10.1K -435 -25%
RMP
594
Richards, Merrill & Peterson
Washington
$31.4K – – –
ATC
595
Adirondack Trust Company
New York
$28.3K – – –
WWM
596
Woodside Wealth Management
Massachusetts
$25.5K – – –
OP
597
ORG Partners
Indiana
$25.1K – – –
PAG
598
Paladin Advisory Group
Iowa
$24.9K +$23.6K +1,014 New
RWM
599
Rialto Wealth Management
New York
$23.8K – – –
BWL
600
Bogart Wealth LLC
Virginia
$20.8K +$19.8K +849 New
22 23
24
25 26