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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
701
Global Wealth Strategies & Associates
Colorado
$36.7K +$142 +5 +0.4%
SRCM
702
Signature Resources Capital Management
California
$36.7K +$23K +812 +161%
RMP
703
Richards, Merrill & Peterson
Washington
$35.7K – – –
RF
704
RetireMitten Financial
Michigan
$35.6K +$36.2K +1,278 New
FCG
705
Financial Connections Group
California
$34K – – –
BTI
706
Blue Trust Inc
Georgia
$33.6K – – –
MFP
707
Meramec Financial Planners
Missouri
$31.8K – – –
PTC
708
Private Trust Company
Ohio
$31.3K -$88.2K -3,114 -73%
VWA
709
Valued Wealth Advisors
Utah
$30.4K +$30.9K +1,092 New
GSEP
710
Golden State Equity Partners
California
$28.2K +$28.6K +1,011 New
RWM
711
Rialto Wealth Management
New York
$27K – – –
TWIM
712
TIAA Wealth Investment Management
New York
$26.4K +$27.2K +959 New
CCWM
713
Cassaday & Co Wealth Management
Virginia
$24.2K +$24.7K +870 New
BWA
714
Basecamp Wealth Advisors
Washington
$22.5K – – –
AIM
715
Anchor Investment Management
South Carolina
$22K – – –
ATPW
716
Ashton Thomas Private Wealth
Arizona
$21.7K +$22.1K +780 New
PFBT
717
Parkside Financial Bank & Trust
Missouri
$21.4K – – –
HPC
718
HM Payson & Co
Maine
$21K +$21.3K +753 New
SL
719
Salomon & Ludwin
Virginia
$20.9K – – –
MM
720
Main Management
California
$20K – – –
AAG
721
Accordant Advisory Group
Maryland
$19.6K +$19.9K +704 New
TFA
722
Transamerica Financial Advisors
Florida
$19.5K +$19.9K +701 New
AEPWM
723
Atlantic Edge Private Wealth Management
Florida
$19.5K – – –
TCM
724
Triumph Capital Management
Colorado
$18.7K -$44.5K -1,572 -70%
KA
725
Kozak & Associates
Colorado
$18.6K +$18.3K +645 New
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