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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
651
Bullock Wealth Management
Indiana
$2.53K – – –
GSWM
652
Golden State Wealth Management
California
$2.28K – – –
AWM
653
Activest Wealth Management
Florida
$2.15K +$23 +1 +1%
PIP
654
Peachtree Investment Partners
Florida
$2.13K +$23 +1 +1%
AW
655
Avion Wealth
Texas
$2K – – –
WWM
656
Wolff Wiese Magana
California
$1.92K +$1.81K +78 New
IWP
657
IAG Wealth Partners
Wisconsin
$1.91K – – –
AAP
658
Arax Advisory Partners
Colorado
$1.61K – – –
FLFS
659
Family Legacy Financial Solutions
North Carolina
$1.39K +$1.3K +56 New
BF
660
BOK Financial
Oklahoma
$1.32K -$8.1K -348 -87%
PFBT
661
Parkside Financial Bank & Trust
Missouri
$1.26K – – –
CPBTD
662
Central Pacific Bank - Trust Division
Hawaii
$1.03K – – –
KFP
663
Keener Financial Planning
Texas
$1K – – –
WWMSC
664
Wagner Wealth Management (South Carolina)
South Carolina
$772 -$18.8K -809 -96%
LFA
665
LGT Financial Advisors
Texas
$417 – – –
AI
666
Arvest Investments
Arkansas
$368 – – –
BL
667
BFSG LLC
California
$295 – – –
AA
668
ALPS Advisors
Colorado
– -$32.7M -1,385,646 Closed
MNA
669
Manning & Napier Advisors
New York
– -$10.3M -438,218 Closed
SNWA
670
Siligmueller & Norvid Wealth Advisors
Illinois
– -$3.55M -150,559 Closed
PA
671
PFG Advisors
Arizona
– -$2.13M -90,079 Closed
TC
672
TownSquare Capital
Utah
– -$881K -37,326 Closed
CWC
673
Carolinas Wealth Consulting
North Carolina
– -$504K -21,345 Closed
FIA
674
Foundations Investment Advisors
Arizona
– -$431K -18,248 Closed
FCI
675
Financial Counselors Inc
Kansas
– -$414K -17,535 Closed
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