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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
651
CWA Asset Management Group
Florida
$219K +$213K +7,049 New
PCA
652
Prosperity Capital Advisors
Ohio
$218K +$212K +7,009 New
GIA
653
Gladstone Institutional Advisory
Florida
$217K +$211K +6,993 New
GT
654
Glenmede Trust
Pennsylvania
$217K – – –
GS
655
GTS Securities
Florida
$216K +$209K +6,937 New
NWM
656
Nova Wealth Management
Florida
$215K -$191K -6,345 -48%
MWM
657
MBE Wealth Management
Wisconsin
$215K +$209K +6,917 New
SSW
658
Stone Summit Wealth
Florida
$215K +$209K +6,917 New
HSA
659
HBK Sorce Advisory
Pennsylvania
$215K +$201K +6,655 New
CA
660
Crewe Advisors
Utah
$211K – – –
GFA
661
Gallagher Fiduciary Advisors
Illinois
$211K +$204K +6,771 New
OCA
662
OpenArc Corporate Advisory
Georgia
$210K +$204K +6,758 New
FFA
663
First Foundation Advisors
California
$209K +$203K +6,722 New
WHC
664
Wulff, Hansen & Co
California
$209K +$203K +6,714 New
FRA
665
Front Row Advisors
California
$208K +$18.1K +600 +10%
MCM
666
Mainstream Capital Management
California
$207K +$201K +6,662 New
TF
667
Theory Financial
Colorado
$207K +$201K +6,657 New
CPCM
668
Cardinal Point Capital Management
Ontario, Canada
$206K +$200K +6,637 New
FVWA
669
Foster Victor Wealth Advisors
South Carolina
$205K -$12.2K -405 -6%
AFP
670
ATLas Financial Planning
Georgia
$203K +$197K +6,538 New
CCM
671
Cloud Capital Management
Washington
$203K +$198K +6,562 New
SFC
672
Sprinkle Financial Consultants
Colorado
$203K +$197K +6,525 New
MCM
673
Morton Capital Management
California
$202K +$196K +6,503 New
BFA
674
Bragg Financial Advisors
North Carolina
$201K +$195K +6,450 New
BIAS
675
Beacon Investment Advisory Services
New Jersey
$200K – – –
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