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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
$8.38M -$171K -9,699 -2%
CPC
52
Consolidated Planning Corp
Georgia
$8.1M -$26.1K -1,479 -0.3%
TA
53
Tiedemann Advisors
New York
$7.62M +$13K +738 +0.2%
DWM
54
Darwin Wealth Management
Florida
$7.62M -$449K -25,470 -5%
CFA
55
Cahill Financial Advisors
Minnesota
$7.22M +$2.48M +140,571 +45%
HTC
56
Haverford Trust Company
Pennsylvania
$7.18M +$3.92M +221,889 +97%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6.89M +$1.44M +81,732 +23%
RWM
58
Reston Wealth Management
Virginia
$6.78M +$226K +12,780 +3%
RF
59
RHS Financial
California
$6.64M -$679K -38,469 -8%
LFA
60
Legend Financial Advisors
Pennsylvania
$6.39M +$557K +31,557 +9%
SFP
61
Sterling Financial Planning
New Jersey
$5.55M +$464K +26,271 +8%
QCG
62
Quadrant Capital Group
Ohio
$5.54M -$14M -795,861 -70%
Mariner
63
Mariner
Kansas
$5.53M +$199K +11,292 +3%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$4.85M +$5.38M +304,827 New
MIAN
65
Mariner Independent Advisor Network
Kansas
$4.66M +$146K +8,277 +3%
JWM
66
Jackson Wealth Management
Florida
$4.55M +$2.75M +155,622 +119%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$4.46M +$1.78M +100,848 +56%
GW
68
GW & Wade
Massachusetts
$4.46M -$8.1K -459 -0.2%
KWM
69
Kingsview Wealth Management
Oregon
$4.45M +$69.6K +3,942 +1%
FM
70
Foster & Motley
Ohio
$4.25M -$319K -18,102 -6%
CL
71
COWA LLC
Oklahoma
$4.07M +$1.81M +102,654 +67%
MWM
72
Madison Wealth Management
Ohio
$4.04M +$287K +16,254 +7%
CWA
73
Consilium Wealth Advisory
Texas
$3.92M +$747K +42,339 +21%
CFO
74
Collective Family Office
Pennsylvania
$3.89M +$3.89M +220,557 +928%
SWM
75
Shakespeare Wealth Management
Wisconsin
$3.79M +$1.69K +96 +0%