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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$2.8M +$457K +33,462 +20%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.75M +$105K +7,716 +4%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.7M +$458K +33,561 +21%
AP
54
Adero Partners
California
$2.29M +$2.2M +161,238 New
CFO
55
CVA Family Office
Colorado
$2.22M +$2.13M +155,910 New
VFA
56
Valeo Financial Advisors
Indiana
$2.21M -$451 -33 -0%
BAM
57
Bellevue Asset Management
Washington
$2.19M +$2.11M +154,251 New
KCPG
58
Kavar Capital Partners Group
Kansas
$2.09M +$1.8M +131,520 +839%
Creative Planning
59
Creative Planning
Kansas
$2.07M +$465K +34,038 +31%
C
60
Clearshares
New York
$2.06M -$2.11M -154,242 -52%
TYCC
61
Texas Yale Capital Corp
Florida
$2.04M
MWM
62
Madison Wealth Management
Ohio
$1.82M +$1.74M +127,623 New
Comerica Bank
63
Comerica Bank
Texas
$1.78M +$493K +36,087 +40%
FWP
64
FAS Wealth Partners
Kansas
$1.76M +$366K +26,778 +28%
FM
65
Foster & Motley
Ohio
$1.73M -$14.8K -1,086 -0.9%
RJA
66
Raymond James & Associates
Florida
$1.55M +$150K +11,016 +11%
UCFA
67
United Capital Financial Advisors
Texas
$1.54M +$15.3K +1,122 +1%
PWS
68
Paragon Wealth Strategies
Florida
$1.52M -$10.4M -764,262 -88%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.48M -$7.33K -537 -0.5%
WCM
70
Whitener Capital Management
North Carolina
$1.47M +$63.7K +4,665 +5%
LPL Financial
71
LPL Financial
California
$1.42M +$463K +33,882 +51%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.42M +$399K +29,241 +42%
IC
73
InterOcean Capital
Illinois
$1.39M -$173K -12,672 -11%
AF
74
Advisornet Financial
Minnesota
$1.29M +$6.27K +459 +0.5%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$1.27M