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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
626
TD Capital Management
Tennessee
$10.2K +$47 +2 +0.5%
PPA
627
Painted Porch Advisors
California
$9.35K – – –
HPIA
628
Hamilton Point Investment Advisors
North Carolina
$8.54K – – –
GWS
629
Greykasell Wealth Strategies
California
$8.03K – – –
MMCM
630
Murphy & Mullick Capital Management
New York
$7.71K – – –
EWA
631
EverSource Wealth Advisors
Alabama
$7.36K -$1.05K -45 -13%
AWM
632
Accredited Wealth Management
Kentucky
$7.36K – – –
HCM
633
Hollencrest Capital Management
California
$6.99K – – –
SC
634
Solstein Capital
California
$6.85K +$6.49K +279 New
DAM
635
Delta Asset Management
Tennessee
$6.63K – – –
BI
636
Binnacle Investments
Iowa
$6.55K +$6.21K +267 New
WIM
637
Westside Investment Management
California
$5.84K – – –
RCM
638
Richardson Capital Management
Wisconsin
$5.22K +$23 +1 +0.5%
TIM
639
Total Investment Management
Arizona
$5.01K +$4.75K +204 New
MFT
640
Moisand Fitzgerald Tamayo
Florida
$4.64K – – –
WOSD
641
WFA of San Diego
California
$4.2K +$3.98K +171 New
RF
642
Robinswood Financial
Washington
$4.05K – – –
FFA
643
Founders Financial Alliance
North Carolina
$3.98K – – –
FMP
644
Financial Management Professionals
Texas
$3.53K +$47 +2 +1%
GIA
645
GHP Investment Advisors
Colorado
$3.39K – – –
AF
646
Alerus Financial
North Dakota
$3.09K +$2.93K +126 New
CI
647
CX Institutional
Indiana
$3K – – –
QWM
648
Quaker Wealth Management
New Jersey
$2.87K +$2.72K +117 New
FWM
649
FSA Wealth Management
Massachusetts
$2.85K – – –
ACA
650
Atlas Capital Advisors
Wyoming
$2.8K – – –
24 25
26
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