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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
51
Haverford Trust Company
Pennsylvania
$20.2M +$137K +5,630 +0.7%
CPC
52
Consolidated Planning Corp
Georgia
$20M +$6.03M +248,588 +42%
FSG
53
Financial Strategies Group
Michigan
$19.7M -$41M -1,692,518 -67%
WTA
54
Washington Trust Advisors
Massachusetts
$18.6M -$637K -26,267 -3%
MWP
55
Moller Wealth Partners
$18.2M -$653K -26,931 -3%
FCM
56
Firestone Capital Management
Florida
$17.7M -$256K -10,575 -1%
YAL
57
Your Advocates Ltd
Texas
$17.3M -$36K -1,484 -0.2%
EWP
58
Elevation Wealth Partners
California
$17.2M -$134K -5,509 -0.8%
CAC
59
Certified Advisory Corp
Florida
$17M +$2.08M +85,670 +14%
TCM
60
TruNorth Capital Management
Michigan
$15.6M +$1.97M +81,157 +14%
CWM
61
Cabot Wealth Management
Massachusetts
$15.4M -$430K -17,739 -3%
BWA
62
Burt Wealth Advisors
Maryland
$14.5M +$65.1K +2,686 +0.4%
SWA
63
Strata Wealth Advisors
Texas
$14.4M +$275K +11,352 +2%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$14.3M +$38.9K +1,605 +0.3%
SIP
65
Sellwood Investment Partners
Oregon
$14.3M +$14.7M +604,259 New
WPIC
66
White Pine Investment Company
Michigan
$14.1M +$266K +10,987 +2%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$14M +$2.02M +83,499 +16%
Cerity Partners
68
Cerity Partners
New York
$14M +$3.16M +130,461 +28%
OIA
69
OneDigital Investment Advisors
Kansas
$14M +$509K +21,008 +4%
PPW
70
Pasadena Private Wealth
California
$13.6M +$172K +7,107 +1%
EF
71
Envision Financial
Wisconsin
$13.1M +$13.4M +554,122 New
TWM
72
Tradition Wealth Management
Minnesota
$13M +$22.8K +941 +0.2%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$12.3M +$1.99M +82,192 +19%
ES
74
Eagle Strategies
New York
$12.2M +$716K +29,529 +6%
WFL
75
Wealth Forward LLC
North Dakota
$11.8M -$444K -18,300 -4%