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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
676
Blue Trust Inc
Georgia
$32.8K -$187K -6,978 -85%
MFP
677
Meramec Financial Planners
Missouri
$31.5K +$28.9K +1,080 New
CIA
678
Cape Investment Advisory
Georgia
$31.2K +$30.6K +1,145 New
WWM
679
Woodside Wealth Management
Massachusetts
$30.1K +$1.74K +65 +6%
OP
680
ORG Partners
Indiana
$27.5K – – –
RMC
681
Resources Management Corp
Connecticut
$27K +$26.6K +995 New
RWM
682
Rialto Wealth Management
New York
$26.4K – – –
HA
683
Heartland Advisors
Wisconsin
$25.1K – – –
BWA
684
Basecamp Wealth Advisors
Washington
$22K +$21.6K +807 New
AIM
685
Anchor Investment Management
South Carolina
$21.5K – – –
PFBT
686
Parkside Financial Bank & Trust
Missouri
$20.9K +$19.2K +717 +1,379%
PAG
687
Paladin Advisory Group
Iowa
$20.8K -$6.69K -250 -25%
SL
688
Salomon & Ludwin
Virginia
$20.7K – – –
MM
689
Main Management
California
$20K – – –
AEPWM
690
Atlantic Edge Private Wealth Management
Florida
$19K – – –
CAL
691
Capital Advisors Ltd
Ohio
$18K – – –
OCM
692
Osbon Capital Management
Massachusetts
$18K +$17.7K +660 New
SWIM
693
Smallwood Wealth Investment Management
New Jersey
$17.6K – – –
FUBT
694
First United Bank & Trust
Maryland
$17.3K – – –
RP
695
Rice Partnership
Hawaii
$16.8K – – –
NWMP
696
Noble Wealth Management PBC
Colorado
$16.7K – – –
SIS
697
Sound Income Strategies
Florida
$16.6K – – –
PK
698
Pflug Koory
Nebraska
$16.3K – – –
FC
699
Financial Consulate
Maryland
$16.2K – – –
OC
700
Optima Capital
Oregon
$16.2K +$15.9K +594 New