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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
701
Citigroup
New York
$40.1K -$67.8K -2,391 -62%
PS
702
Pinney & Scofield
Massachusetts
$39.6K +$142 +5 +0.4%
KFI
703
Key Financial Inc
Pennsylvania
$37.5K – – –
GWSA
704
Global Wealth Strategies & Associates
Colorado
$36.7K +$142 +5 +0.4%
SRCM
705
Signature Resources Capital Management
California
$36.7K +$23K +812 +161%
RMP
706
Richards, Merrill & Peterson
Washington
$35.7K – – –
RF
707
RetireMitten Financial
Michigan
$35.6K +$36.2K +1,278 New
FCG
708
Financial Connections Group
California
$34K – – –
BTI
709
Blue Trust Inc
Georgia
$33.6K – – –
MFP
710
Meramec Financial Planners
Missouri
$31.8K – – –
PTC
711
Private Trust Company
Ohio
$31.3K -$88.2K -3,114 -73%
VWA
712
Valued Wealth Advisors
Utah
$30.4K +$30.9K +1,092 New
GSEP
713
Golden State Equity Partners
California
$28.2K +$28.6K +1,011 New
RWM
714
Rialto Wealth Management
New York
$27K – – –
TWIM
715
TIAA Wealth Investment Management
New York
$26.4K +$27.2K +959 New
CCWM
716
Cassaday & Co Wealth Management
Virginia
$24.2K +$24.7K +870 New
BWA
717
Basecamp Wealth Advisors
Washington
$22.5K – – –
AIM
718
Anchor Investment Management
South Carolina
$22K – – –
ATPW
719
Ashton Thomas Private Wealth
Arizona
$21.7K +$22.1K +780 New
PFBT
720
Parkside Financial Bank & Trust
Missouri
$21.4K – – –
HPC
721
HM Payson & Co
Maine
$21K +$21.3K +753 New
SL
722
Salomon & Ludwin
Virginia
$20.9K – – –
MM
723
Main Management
California
$20K – – –
AAG
724
Accordant Advisory Group
Maryland
$19.6K +$19.9K +704 New
TFA
725
Transamerica Financial Advisors
Florida
$19.5K +$19.9K +701 New