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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$11.4M +$440K +24,876 +4%
AIA
52
Arcadia Investment Advisors
Idaho
$11.3M +$552K +31,200 +5%
BWA
53
Burt Wealth Advisors
Maryland
$11.1M -$260K -14,691 -2%
CCA
54
Cobblestone Capital Advisors
New York
$9.66M -$181K -10,254 -2%
HTC
55
Haverford Trust Company
Pennsylvania
$9.49M +$1.45M +81,912 +18%
OWM
56
Opes Wealth Management
California
$9.44M -$224K -12,648 -2%
WPIC
57
White Pine Investment Company
Michigan
$9.38M -$2.81K -159 -0%
CPC
58
Consolidated Planning Corp
Georgia
$9M -$59.4K -3,357 -0.7%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$8.35M +$5.17M +292,098 +166%
TA
60
Tiedemann Advisors
New York
$8.29M -$240K -13,539 -3%
RF
61
RHS Financial
California
$8.05M +$623K +35,217 +8%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$7.95M +$234K +13,248 +3%
LFA
63
Legend Financial Advisors
Pennsylvania
$7.05M -$94.8K -5,355 -1%
Cerity Partners
64
Cerity Partners
New York
$6.84M +$6.11M +345,537 +894%
SFP
65
Sterling Financial Planning
New Jersey
$6.33M +$114K +6,471 +2%
FANJ
66
Financial Architects (New Jersey)
New Jersey
$5.48M +$46.3K +2,619 +0.9%
BFA
67
BMS Financial Advisors
South Dakota
$5.39M +$4.89M +276,129 New
KWM
68
Kingsview Wealth Management
Oregon
$5.08M +$92.7K +5,241 +2%
FM
69
Foster & Motley
Ohio
$4.85M +$84.4K +4,770 +2%
GW
70
GW & Wade
Massachusetts
$4.81M -$188K -10,638 -4%
JWM
71
Jackson Wealth Management
Florida
$4.66M -$434K -24,507 -9%
CAM
72
Cidel Asset Management
Ontario, Canada
$4.49M +$1.89M +106,635 +73%
MWM
73
Madison Wealth Management
Ohio
$4.48M -$33.2K -1,875 -0.7%
LTL
74
Lowery Thomas LLC
California
$4.48M +$4.45M +251,616 New
CWA
75
Consilium Wealth Advisory
Texas
$4.4M +$20.5K +1,158 +0.5%