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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
AFP
592
Advus Financial Partners
Florida
$210K – – –
SWA
593
Strategies Wealth Advisors
Michigan
$210K +$482 +18 +0.2%
MA
594
Mutual Advisors
Nebraska
$210K +$206K +7,707 New
SIM
595
Stratos Investment Management
Ohio
$209K – – –
FRA
596
Frank Rimerman Advisors
California
$209K – – –
RYIA
597
Roehl & Yi Investment Advisors
Oregon
$208K +$13.5K +506 +0.3%
PAM
598
Palisade Asset Management
Minnesota
$207K – – –
RIL
599
Rothschild Investment LLC
Illinois
$206K – – –
VBCG
600
Valley Brook Capital Group
Pennsylvania
$206K +$203K +7,578 New