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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
51
White Pine Investment Company
Michigan
$10.9M -$429K -22,266 -4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$10.5M +$641K +33,249 +7%
HighTower Advisors
53
HighTower Advisors
Illinois
$10.4M +$4.92M +255,153 +92%
CPC
54
Consolidated Planning Corp
Georgia
$10.1M -$274K -14,193 -3%
RF
55
RHS Financial
California
$9.93M +$952K +49,386 +11%
SL
56
Systelligence LLC
Minnesota
$9.89M -$5.9M -306,279 -38%
PWSG
57
Pacific Wealth Strategies Group
California
$9.83M +$889K +46,104 +10%
CWA
58
Centennial Wealth Advisory
Michigan
$8.94M +$6.33M +328,404 +252%
YAL
59
Your Advocates Ltd
Texas
$8.05M -$805K -41,784 -9%
RWM
60
Reston Wealth Management
Virginia
$7.94M -$29.2K -1,515 -0.4%
AWS
61
Atria Wealth Solutions
New York
$7.8M +$7.71M +400,212 New
PCA
62
Permit Capital Advisors
Pennsylvania
$6.71M +$6.54M +339,441 New
TA
63
Tiedemann Advisors
New York
$6.48M -$5.84K -303 -0.1%
CWA
64
Consilium Wealth Advisory
Texas
$6.4M +$2.74M +142,122 +76%
JWM
65
Jackson Wealth Management
Florida
$6.3M -$335K -17,358 -5%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$6.28M +$4.02M +208,758 +184%
SFP
67
Sterling Financial Planning
New Jersey
$5.96M -$143K -7,407 -2%
FANJ
68
Financial Architects (New Jersey)
New Jersey
$5.95M +$381K +19,758 +7%
Mariner
69
Mariner
Kansas
$5.92M +$853K +44,259 +17%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$5.63M +$3.26M +168,993 +141%
GC
71
Gratus Capital
Georgia
$5.43M -$658K -34,131 -11%
TWM
72
Tradition Wealth Management
Minnesota
$5.42M +$184K +9,525 +4%
FM
73
Foster & Motley
Ohio
$5.32M +$39.5K +2,049 +0.8%
MML Investors Services
74
MML Investors Services
Massachusetts
$5.18M +$3.77M +195,633 +280%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$5.13M +$2.04M +105,651 +67%