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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
626
Golden State Wealth Management
California
$2.2K -$21.2K -876 -90%
AWM
627
Activest Wealth Management
Florida
$2.06K +$2.1K +87 New
PIP
628
Peachtree Investment Partners
Florida
$2.04K – – –
AW
629
Avion Wealth
Texas
$2K – – –
IWP
630
IAG Wealth Partners
Wisconsin
$1.84K -$24.9K -1,032 -93%
AAP
631
Arax Advisory Partners
Colorado
$1.54K +$1.57K +65 New
PFBT
632
Parkside Financial Bank & Trust
Missouri
$1.21K – – –
KFP
633
Keener Financial Planning
Texas
$1K – – –
CPBTD
634
Central Pacific Bank - Trust Division
Hawaii
$992 – – –
LWMI
635
Legacy Wealth Management (Idaho)
Idaho
$638 +$653 +27 New
BNP Paribas Financial Markets
636
BNP Paribas Financial Markets
France
$614 +$73 +3 +13%
LFA
637
LGT Financial Advisors
Texas
$401 – – –
AI
638
Arvest Investments
Arkansas
$354 – – –
BL
639
BFSG LLC
California
$284 – – –
MTWM
640
Masso Torrence Wealth Management
New Jersey
– -$9.08M -383,334 Closed
AT
641
American Trust
Kentucky
– -$7.39M -312,165 Closed
QC
642
Quadrature Capital
United Kingdom
– -$6.67M -281,919 Closed
EGM
643
Engineers Gate Manager
New York
– -$1.12M -47,119 Closed
FTS
644
Fifth Third Securities
Ohio
– -$946K -39,937 Closed
Millennium Management
645
Millennium Management
New York
– -$684K -28,880 Closed
RRA
646
Round Rock Advisors
Connecticut
– -$635K -26,827 Closed
JWCA
647
J.W. Cole Advisors
Florida
– -$621K -26,209 Closed
RA
648
RFG Advisory
Alabama
– -$429K -18,096 Closed
AP
649
Adero Partners
California
– -$357K -15,091 Closed
GF
650
Goodman Financial
Texas
– -$315K -13,320 Closed