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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$279K +$27.1K +2,409 +11%
AWA
52
Arete Wealth Advisors
Illinois
$274K
WTB
53
Washington Trust Bank
Washington
$274K
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$254K
LPL Financial
55
LPL Financial
California
$246K -$10.2K -903 -4%
SFWA
56
Summit Financial Wealth Advisors
Louisiana
$231K +$230K +20,496 New
CA
57
Cambridge Advisors
Nebraska
$227K -$57.7K -5,127 -20%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$214K -$582K -51,786 -73%
Morgan Stanley
59
Morgan Stanley
New York
$184K -$37.4K -3,327 -17%
ADL
60
Asset Dedication LLC
California
$162K
SBL
61
Sargent Bickham Lagudis
Colorado
$139K
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$96K +$810 +72 +0.9%
HR
63
Howe & Rusling
New York
$91K +$90.8K +8,073 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$71K +$5.16K +459 +8%
BC
65
Bartlett & Co
Ohio
$60K
BWM
66
Baystate Wealth Management
Massachusetts
$49K +$14.2K +1,260 +41%
AF
67
Allworth Financial
California
$45K
BlackRock
68
BlackRock
New York
$37K +$16.4K +1,455 +82%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$32K -$21.8K -1,941 -40%
TCM
70
Tradewinds Capital Management
Washington
$23K
VIA
71
Vantage Investment Advisors
Pennsylvania
$17K +$1.82K +162 +12%
SPIA
72
Steward Partners Investment Advisory
New York
$13K +$3.81K +339 +40%
ASN
73
Advisory Services Network
Georgia
$7K +$7.36K +654 New
BCM
74
Blume Capital Management
California
$5K
GI
75
Gradient Investments
Minnesota
$5K +$4.76K +423 New