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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
601
High Note Wealth
Minnesota
$205K +$93.4K +3,489 +86%
ACA
602
Affinity Capital Advisors
California
$205K +$202K +7,549 New
CD
603
Chapin Davis
Maryland
$204K +$201K +7,494 New
Comerica Bank
604
Comerica Bank
Texas
$202K -$108K -4,020 -35%
FFA
605
Fragasso Financial Advisors
Pennsylvania
$202K +$199K +7,429 New
OCA
606
OpenArc Corporate Advisory
Georgia
$201K +$198K +7,392 New
CCM
607
Condor Capital Management
New Jersey
$201K +$198K +7,391 New
AIC
608
Archer Investment Corporation
Indiana
$200K +$883 +33 +0.5%
GT
609
Glenmede Trust
Pennsylvania
$190K +$187K +6,979 New
GGI
610
Godsey & Gibb Inc
Virginia
$185K +$10.7K +399 +6%
CA
611
Crewe Advisors
Utah
$185K – – –
AUB
612
Atlantic Union Bankshares
Virginia
$183K +$80 +3 +0%
SAM
613
Smartleaf Asset Management
Massachusetts
$172K +$29.3K +1,095 +21%
HNB
614
Huntington National Bank
Ohio
$163K – – –
GIA
615
GHP Investment Advisors
Colorado
$163K – – –
CJ
616
Caitlin John
Michigan
$162K – – –
CF
617
Centaurus Financial
California
$160K +$1.85K +69 +1%
FRA
618
Front Row Advisors
California
$159K – – –
GWM
619
Geneos Wealth Management
Colorado
$159K – – –
BIM
620
Breakwater Investment Management
Washington
$147K – – –
SWM
621
Spire Wealth Management
Virginia
$146K +$482 +18 +0.3%
ME
622
McIlrath & Eck
Washington
$141K +$8.19K +306 +6%
FW
623
Fairway Wealth
Ohio
$134K – – –
BFPW
624
BOK Financial Private Wealth
Colorado
$132K – – –
CIAS
625
CBIZ Investment Advisory Services
Ohio
$119K – – –