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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Bellevue Asset Management
Washington
$61K +$187 +7 +0.3%
PP
652
PFS Partners
New Jersey
$60.7K
NFSG
653
Newbridge Financial Services Group
Florida
$57.1K
MSWA
654
Marshall & Sterling Wealth Advisors
New York
$56.7K +$214 +8 +0.4%
DF
655
Dunhill Financial
United Kingdom
$55.8K
MJRIC
656
Mogy Joel R Investment Counsel
California
$53.6K -$6.74K -252 -11%
TFGT
657
TS Financial Group (TSFG)
Illinois
$52K -$6.26K -234 -11%
PWMG
658
Private Wealth Management Group
New Jersey
$51.4K -$22.4K -837 -31%
PB
659
Pinnacle Bancorp
Nebraska
$50.8K -$12.6K -470 -20%
PPL
660
Planning Project LLC
Texas
$50.1K +$49.3K +1,842 New
GK
661
Graney & King
New York
$49.6K
SAG
662
SageView Advisory Group
California
$45.3K +$44.5K +1,664 New
BWL
663
Bogart Wealth LLC
Virginia
$44.2K
UBS AM
664
UBS AM
Illinois
$41.6K +$40.9K +1,530 New
RG
665
RHL Group
Michigan
$40.8K +$40.1K +1,500 New
KBFS
666
Kohmann Bosshard Financial Services
Ohio
$39K +$38.4K +1,434 New
DI
667
DAGCO Inc
Ohio
$38.8K +$161 +6 +0.4%
PS
668
Pinney & Scofield
Massachusetts
$38.5K +$134 +5 +0.4%
FIM
669
FWL Investment Management
Texas
$37.7K -$6.13K -229 -14%
CIAS
670
Capital Investment Advisory Services
North Carolina
$37K +$16.5K +615 +83%
KFI
671
Key Financial Inc
Pennsylvania
$36.6K
GWSA
672
Global Wealth Strategies & Associates
Colorado
$35.7K -$4.09K -153 -10%
RMP
673
Richards, Merrill & Peterson
Washington
$34.9K
FCG
674
Financial Connections Group
California
$33K -$122K -4,564 -79%
BTI
675
Blue Trust Inc
Georgia
$32.8K -$187K -6,978 -85%