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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YAL
51
Your Advocates Ltd
Texas
$8.88M +$150K +7,878 +2%
KCPG
52
Kavar Capital Partners Group
Kansas
$8.48M +$136K +7,164 +2%
RWM
53
Reston Wealth Management
Virginia
$7.98M +$420K +22,134 +6%
BIA
54
Bell Investment Advisors
California
$6.8M +$1.02M +53,937 +18%
JWM
55
Jackson Wealth Management
Florida
$6.65M -$303K -15,948 -4%
TA
56
Tiedemann Advisors
New York
$6.5M -$261K -13,758 -4%
SFP
57
Sterling Financial Planning
New Jersey
$6.12M +$17.2K +906 +0.3%
GC
58
Gratus Capital
Georgia
$6.11M -$1.14M -59,835 -16%
ZIMP
59
Zimmermann Investment Management & Planning
Pennsylvania
$5.74M +$5.58M +293,673 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$5.58M -$163K -8,610 -3%
BFA
61
BMS Financial Advisors
South Dakota
$5.5M +$5.34M +281,442 New
HighTower Advisors
62
HighTower Advisors
Illinois
$5.44M +$2.75M +145,005 +109%
FM
63
Foster & Motley
Ohio
$5.29M -$179K -9,426 -3%
TWM
64
Tradition Wealth Management
Minnesota
$5.25M +$1.83M +96,621 +56%
Mariner
65
Mariner
Kansas
$5.07M -$178K -9,366 -3%
APA
66
American Portfolios Advisors
New York
$5.03M +$4.84M +254,793 +9,074%
SWM
67
Shakespeare Wealth Management
Wisconsin
$5M +$364K +19,185 +8%
BRWA
68
B. Riley Wealth Advisors
Florida
$4.99M +$4.43M +233,343 +1,057%
CFA
69
Cahill Financial Advisors
Minnesota
$4.56M +$623K +32,808 +16%
LAS
70
Lloyd Advisory Services
Georgia
$4.29M +$797 +42 +0%
CST
71
Charles Schwab Trust
Nevada
$4.24M -$21.6M -1,137,588 -84%
DSA
72
Droms Strauss Advisors
Missouri
$4.13M -$53.8K -2,832 -1%
RTL
73
Red Tortoise LLC
Georgia
$4.05M -$252K -13,257 -6%
CWA
74
Consilium Wealth Advisory
Texas
$3.64M +$3.53M +186,132 New
MWM
75
Madison Wealth Management
Ohio
$3.51M +$285K +15,015 +9%