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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Shakespeare Wealth Management
Wisconsin
$4.52M -$167K -10,254 -4%
FM
52
Foster & Motley
Ohio
$4.4M +$252K +15,432 +6%
Mariner
53
Mariner
Kansas
$4.22M +$1.87M +114,567 +88%
DSA
54
Droms Strauss Advisors
Missouri
$3.89M -$117K -7,152 -3%
SL
55
Systelligence LLC
Minnesota
$3.79M +$1.28M +78,657 +56%
RF
56
RHS Financial
California
$2.96M +$1.32M +81,075 +89%
Creative Planning
57
Creative Planning
Kansas
$2.83M +$66.5K +4,077 +3%
AIA
58
Arcadia Investment Advisors
Idaho
$2.76M +$2.06M +126,255 +371%
LF
59
Lee Financial
Texas
$2.64M +$2.5M +153,156 +425,433%
CFA
60
Carroll Financial Associates
North Carolina
$2.61M -$1.55M -94,884 -39%
CG
61
Colony Group
Massachusetts
$2.58M -$40.6K -2,493 -2%
SCA
62
Snowden Capital Advisors
New York
$2.57M +$2.43M +149,199 New
Prudential Financial
63
Prudential Financial
New Jersey
$2.53M +$2.39M +146,853 New
VNA
64
Valley National Advisers
Pennsylvania
$2.42M -$295K -18,102 -11%
WANY
65
Wealthspire Advisors (New York)
New York
$2.41M +$2.28M +140,073 New
SWMG
66
Strategic Wealth Management Group
Maryland
$2.36M +$1.22K +75 +0.1%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.33M
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.27M +$114K +7,008 +6%
CWM
69
Cedar Wealth Management
California
$2.17M +$24.5K +1,503 +1%
MWM
70
Madison Wealth Management
Ohio
$2.13M +$179K +10,959 +10%
VFA
71
Valeo Financial Advisors
Indiana
$2.11M -$247K -15,156 -11%
KCPG
72
Kavar Capital Partners Group
Kansas
$2.1M -$142K -8,685 -7%
Goldman Sachs
73
Goldman Sachs
New York
$2.06M +$1.95M +119,364 New
FNC
74
First National Corp
Massachusetts
$1.98M -$97.3K -5,970 -5%
CFA
75
Cahill Financial Advisors
Minnesota
$1.87M +$552K +33,870 +45%