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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
676
Cornerstone Planning Group
New Jersey
$4.68K -$39.4M -1,550,097 -100%
WOSD
677
WFA of San Diego
California
$4.5K – – –
RF
678
Robinswood Financial
Washington
$4.34K – – –
FFA
679
Founders Financial Alliance
North Carolina
$4.26K – – –
AFWM
680
Abich Financial Wealth Management
Virginia
$4.18K +$4.04K +159 New
HFS
681
Hantz Financial Services
Michigan
$4K -$92.3K -3,636 -96%
FMP
682
Financial Management Professionals
Texas
$3.79K – – –
QWM
683
Quaker Wealth Management
New Jersey
$3.08K – – –
FWM
684
FSA Wealth Management
Massachusetts
$3.05K – – –
AW
685
Avion Wealth
Texas
$3K – – –
CI
686
CX Institutional
Indiana
$3K – – –
GSWM
687
Golden State Wealth Management
California
$2.45K – – –
PIP
688
Peachtree Investment Partners
Florida
$2.29K – – –
AWM
689
Activest Wealth Management
Florida
$2.29K -$25 -1 -1%
IWP
690
IAG Wealth Partners
Wisconsin
$2.05K – – –
CW
691
Curio Wealth
Maryland
$1.5K +$1.45K +57 New
PFBT
692
Parkside Financial Bank & Trust
Missouri
$1.36K +$25 +1 +2%
CBT
693
Crews Bank & Trust
Florida
$1.26K +$1.22K +48 New
CFS
694
Compass Financial Services
Iowa
$1.16K +$1.12K +44 New
CPBTD
695
Central Pacific Bank - Trust Division
Hawaii
$1.1K – – –
KFP
696
Keener Financial Planning
Texas
$1K – – –
WWMSC
697
Wagner Wealth Management (South Carolina)
South Carolina
$831 +$25 +1 +3%
AI
698
Arvest Investments
Arkansas
$394 – – –
TNA
699
True North Advisors
Texas
– -$3.5M -142,741 Closed
MPW
700
MASECO Private Wealth
– -$2.15M -87,719 Closed
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