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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
576
Luminvest Wealth Management
Arizona
$225K +$221K +8,259 New
AL
577
Aspiriant LLC
California
$223K
GIA
578
Gladstone Institutional Advisory
Florida
$223K -$26.7K -997 -11%
DPI
579
Diversified Portfolios Inc
Michigan
$222K
Fisher Asset Management
580
Fisher Asset Management
Washington
$221K -$140K -5,250 -39%
LNWTC
581
Laird Norton Wetherby Trust Company
Washington
$218K +$214K +8,007 New
KA
582
Klingman & Associates
New York
$218K
MFIM
583
Mesirow Financial Investment Management
Illinois
$217K
EWA
584
Elevate Wealth Advisory
Georgia
$216K
AIA
585
Arbor Investment Advisors
North Carolina
$216K +$212K +7,929 New
NG
586
Norden Group
Utah
$215K +$936 +35 +0.4%
CIA
587
Concurrent Investment Advisors
Florida
$214K +$211K +7,880 New
HNWAG
588
High Net Worth Advisory Group
Florida
$213K
OWA
589
Oak Wealth Advisors
Illinois
$213K -$19.6K -733 -9%
CKAIS
590
Christensen King & Associates Investment Services
Washington
$212K +$829 +31 +0.4%
EFG
591
Ethos Financial Group
Pennsylvania
$210K +$207K +7,726 New
SWA
592
Strategies Wealth Advisors
Michigan
$210K +$482 +18 +0.2%
MA
593
Mutual Advisors
Nebraska
$210K +$206K +7,707 New
SIM
594
Stratos Investment Management
Ohio
$209K
FRA
595
Frank Rimerman Advisors
California
$209K
RYIA
596
Roehl & Yi Investment Advisors
Oregon
$208K +$13.5K +506 +0.3%
PAM
597
Palisade Asset Management
Minnesota
$207K
RIL
598
Rothschild Investment LLC
Illinois
$206K
VBCG
599
Valley Brook Capital Group
Pennsylvania
$206K +$203K +7,578 New
HNW
600
High Note Wealth
Minnesota
$205K +$93.4K +3,489 +86%