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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
626
Rialto Wealth Management
New York
$25.5K – – –
HA
627
Heartland Advisors
Wisconsin
$24.2K +$23.4K +921 New
TIM
628
Tortoise Investment Management
New York
$22.1K +$21.3K +840 New
KSWA
629
Kathleen S. Wright Associates
Pennsylvania
$21.6K – – –
AIM
630
Anchor Investment Management
South Carolina
$20.8K – – –
HWM
631
Hemington Wealth Management
Virginia
$20K – – –
SL
632
Salomon & Ludwin
Virginia
$19.8K -$27K -1,062 -59%
CIAS
633
Capital Investment Advisory Services
North Carolina
$19.5K +$18.9K +743 New
MM
634
Main Management
California
$19K – – –
AEPWM
635
Atlantic Edge Private Wealth Management
Florida
$18.4K – – –
CAL
636
Capital Advisors Ltd
Ohio
$17K – – –
SWIM
637
Smallwood Wealth Investment Management
New Jersey
$17K – – –
FUBT
638
First United Bank & Trust
Maryland
$16.8K +$16.2K +637 New
MCA
639
Midwest Capital Advisors
Michigan
$16.5K +$15.9K +626 New
RP
640
Rice Partnership
Hawaii
$16.3K – – –
NWMP
641
Noble Wealth Management PBC
Colorado
$16.2K +$15.6K +615 New
PK
642
Pflug Koory
Nebraska
$15.8K – – –
FC
643
Financial Consulate
Maryland
$15.7K +$15.2K +597 New
SIS
644
Sound Income Strategies
Florida
$15.5K -$78.6K -3,096 -84%
OA
645
Operose Advisors
Wisconsin
$15.4K +$76 +3 +0.5%
RF
646
Rossby Financial
Florida
$14.7K – – –
CMP
647
Coston McIsaac & Partners
Maine
$14K – – –
MSFP
648
Mark Sheptoff Financial Planning
Connecticut
$13.6K +$13.2K +518 New
SRCM
649
Signature Resources Capital Management
California
$13.3K +$12.8K +504 New
FFA
650
Frazier Financial Advisors
Ohio
$13.2K – – –
24 25
26
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