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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
51
Washington Trust Advisors
Massachusetts
$19.4M -$827K -35,934 -4%
MWP
52
Moller Wealth Partners
$19M -$2.83K -123 -0%
FCM
53
Firestone Capital Management
Florida
$18.2M -$491K -21,327 -3%
YAL
54
Your Advocates Ltd
Texas
$17.5M -$363K -15,798 -2%
EWP
55
Elevation Wealth Partners
California
$17.5M +$186K +8,082 +1%
QWM
56
Quadcap Wealth Management
Texas
$17.2M +$3.33M +144,636 +25%
CWM
57
Cabot Wealth Management
Massachusetts
$16M -$240K -10,443 -2%
CAC
58
Certified Advisory Corp
Florida
$15.1M +$2.31M +100,377 +19%
BWA
59
Burt Wealth Advisors
Maryland
$14.6M -$339K -14,745 -2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$14.4M +$1.37M +59,682 +11%
CPC
61
Consolidated Planning Corp
Georgia
$14.3M +$19.4K +843 +0.1%
SWA
62
Strata Wealth Advisors
Texas
$14.3M +$74.2K +3,225 +0.5%
WPIC
63
White Pine Investment Company
Michigan
$14M +$127K +5,538 +1%
SL
64
Systelligence LLC
Minnesota
$13.9M -$98.3K -4,272 -0.7%
TCM
65
TruNorth Capital Management
Michigan
$13.8M +$559K +24,318 +4%
OIA
66
OneDigital Investment Advisors
Kansas
$13.6M -$267K -11,592 -2%
PPW
67
Pasadena Private Wealth
California
$13.6M -$474K -20,601 -3%
TWM
68
Tradition Wealth Management
Minnesota
$13.1M +$326K +14,187 +3%
WFL
69
Wealth Forward LLC
North Dakota
$12.3M -$76.1K -3,306 -0.6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$12.2M +$54.2K +2,355 +0.5%
OWM
71
Opes Wealth Management
California
$11.7M -$106K -4,602 -0.9%
ES
72
Eagle Strategies
New York
$11.6M -$368K -15,999 -3%
ZIMP
73
Zimmermann Investment Management & Planning
Pennsylvania
$11.3M +$6.13M +266,514 +130%
Cerity Partners
74
Cerity Partners
New York
$11M -$545K -23,670 -5%
UFAC
75
Urban Financial Advisory Corp
Illinois
$10.7M +$4.54M +197,481 +79%