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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
676
Godsey & Gibb Inc
Virginia
$194K -$9.6K -318 -5%
BH
677
Burk Holdings
Oklahoma
$192K -$88.6K -2,936 -32%
GIA
678
GHP Investment Advisors
Colorado
$186K – – –
CJ
679
Caitlin John
Michigan
$185K – – –
ADL
680
Asset Dedication LLC
California
$183K -$62K -2,053 -26%
GWM
681
Geneos Wealth Management
Colorado
$181K – – –
GCP
682
Gill Capital Partners
Colorado
$181K -$4.98K -165 -3%
CF
683
Centaurus Financial
California
$180K +$7.79K +258 +5%
HNW
684
High Note Wealth
Minnesota
$173K -$60.1K -1,990 -26%
SWM
685
Spire Wealth Management
Virginia
$170K +$483 +16 +0.3%
BIM
686
Breakwater Investment Management
Washington
$168K – – –
FW
687
Fairway Wealth
Ohio
$153K – – –
BFPW
688
BOK Financial Private Wealth
Colorado
$151K – – –
SAM
689
Smartleaf Asset Management
Massachusetts
$146K – – –
CA
690
Clearstead Advisors
Ohio
$145K -$2.23K -74 -2%
AWM
691
Activest Wealth Management
Florida
$131K +$453 +15 +0.4%
TLA
692
Tanglewood Legacy Advisors
Texas
$129K – – –
RIL
693
Rothschild Investment LLC
Illinois
$125K +$905 +30 +0.8%
IF
694
Integrity Financial
Wyoming
$124K – – –
AT
695
Arlington Trust
Alabama
$121K – – –
PWMA
696
Pension & Wealth Management Advisors
Massachusetts
$116K +$423 +14 +0.4%
SWM
697
SHP Wealth Management
Massachusetts
$115K – – –
CIA
698
Cape Investment Advisory
Georgia
$111K +$107K +3,555 New
ATC
699
Adirondack Trust Company
New York
$105K – – –
FC
700
Fairscale Capital
New Hampshire
$105K – – –
26 27
28
29 30