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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$22.2M -$1.47M -60,691 -6%
SFS
52
Solitude Financial Services
Virginia
$21.5M -$844K -34,911 -4%
CPC
53
Consolidated Planning Corp
Georgia
$20.3M +$312K +12,894 +2%
MWP
54
Moller Wealth Partners
$19.2M +$1.08M +44,825 +6%
WTA
55
Washington Trust Advisors
Massachusetts
$18.5M -$30.8K -1,276 -0.2%
FSG
56
Financial Strategies Group
Michigan
$18.4M -$242K -10,025 -1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$18.1M -$13.9M -573,294 -43%
FCM
58
Firestone Capital Management
Florida
$18.1M +$465K +19,217 +3%
YAL
59
Your Advocates Ltd
Texas
$17.7M +$503K +20,826 +3%
CAC
60
Certified Advisory Corp
Florida
$17.6M +$714K +29,548 +4%
EWP
61
Elevation Wealth Partners
California
$17.2M +$94.4K +3,906 +0.5%
KAS
62
Kestra Advisory Services
Texas
$17M -$11M -453,071 -39%
TCM
63
TruNorth Capital Management
Michigan
$17M +$1.49M +61,532 +9%
GVAG
64
Great Valley Advisor Group
Delaware
$16.8M +$11.5M +477,133 +204%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$16M +$1.76M +72,830 +12%
CFA
66
Cahill Financial Advisors
Minnesota
$15.6M -$7.66M -316,845 -32%
CWM
67
Cabot Wealth Management
Massachusetts
$15.3M -$28.2K -1,165 -0.2%
BWA
68
Burt Wealth Advisors
Maryland
$15.1M +$631K +26,116 +4%
SIP
69
Sellwood Investment Partners
Oregon
$14.9M +$604K +24,989 +4%
MFG
70
Merit Financial Group
Georgia
$14.8M +$4.77M +197,434 +46%
PPW
71
Pasadena Private Wealth
California
$14.3M +$703K +29,076 +5%
SWA
72
Strata Wealth Advisors
Texas
$14.1M -$289K -11,966 -2%
WPIC
73
White Pine Investment Company
Michigan
$14M -$29.4K -1,216 -0.2%
Cerity Partners
74
Cerity Partners
New York
$14M +$22.7K +939 +0.2%
EF
75
Envision Financial
Wisconsin
$13.9M +$879K +36,357 +7%