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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$17.4M +$9.53M +432,165 +124%
FCM
52
Firestone Capital Management
Florida
$17.4M +$264K +11,994 +2%
YAL
53
Your Advocates Ltd
Texas
$16.7M +$409K +18,561 +3%
EWP
54
Elevation Wealth Partners
California
$16.1M +$422K +19,152 +3%
CWM
55
Cabot Wealth Management
Massachusetts
$15.1M -$1.11M -50,553 -7%
BWA
56
Burt Wealth Advisors
Maryland
$14M -$962K -43,644 -7%
CPC
57
Consolidated Planning Corp
Georgia
$13.3M +$7.28K +330 +0.1%
SWA
58
Strata Wealth Advisors
Texas
$13.2M -$20.3K -921 -0.2%
PPW
59
Pasadena Private Wealth
California
$13.1M -$475K -21,558 -4%
SL
60
Systelligence LLC
Minnesota
$13.1M +$22.1K +1,002 +0.2%
OIA
61
OneDigital Investment Advisors
Kansas
$13M +$11.7M +528,915 +1,032%
WPIC
62
White Pine Investment Company
Michigan
$12.9M +$297K +13,470 +2%
QWM
63
Quadcap Wealth Management
Texas
$12.8M +$2.51M +113,766 +25%
TCM
64
TruNorth Capital Management
Michigan
$12.3M +$333K +15,087 +3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$12.1M -$464K -21,057 -4%
PA
66
Prism Advisors
California
$12M +$141K +6,399 +1%
TWM
67
Tradition Wealth Management
Minnesota
$11.9M -$6.19M -280,755 -35%
CAC
68
Certified Advisory Corp
Florida
$11.8M +$4.48M +203,406 +62%
WFL
69
Wealth Forward LLC
North Dakota
$11.6M +$63.2K +2,865 +0.6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$283K +12,837 +3%
ES
71
Eagle Strategies
New York
$11.2M +$7.46M +338,532 +208%
OWM
72
Opes Wealth Management
California
$11M -$357K -16,179 -3%
Cerity Partners
73
Cerity Partners
New York
$10.8M +$803K +36,402 +8%
AT
74
American Trust
Kentucky
$10.2M +$10.1M +457,677 New
RF
75
RHS Financial
California
$10.1M -$366K -16,581 -4%