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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
EverSource Wealth Advisors
Alabama
$8.16K – – –
GWM
727
Greenline Wealth Management
Florida
$7.84K +$7.71K +288 New
HCM
728
Hollencrest Capital Management
California
$7.75K – – –
SC
729
Solstein Capital
California
$7.59K – – –
DAM
730
Delta Asset Management
Tennessee
$6.8K -$535 -20 -7%
WIM
731
Westside Investment Management
California
$6.48K – – –
CP
732
Camelot Portfolios
Ohio
$6.15K +$6.05K +226 New
MFT
733
Moisand Fitzgerald Tamayo
Florida
$5.14K – – –
QC
734
Quent Capital
New York
$4.71K +$4.63K +173 New
WOSD
735
WFA of San Diego
California
$4.65K – – –
RF
736
Robinswood Financial
Washington
$4.5K – – –
FFA
737
Founders Financial Alliance
North Carolina
$4.41K – – –
FMP
738
Financial Management Professionals
Texas
$3.92K – – –
QWM
739
Quaker Wealth Management
New Jersey
$3.18K – – –
CI
740
CX Institutional
Indiana
$3K -$214 -8 -7%
AW
741
Avion Wealth
Texas
$3K – – –
GSWM
742
Golden State Wealth Management
California
$2.54K – – –
PIP
743
Peachtree Investment Partners
Florida
$2.38K +$27 +1 +1%
MCA
744
McGuire Capital Advisors
Oklahoma
$2.26K +$2.22K +83 New
IWP
745
IAG Wealth Partners
Wisconsin
$2.12K – – –
CW
746
Curio Wealth
Maryland
$1.56K – – –
PB
747
Prosperity Bancshares
Texas
$1.39K +$1.36K +51 New
CPBTD
748
Central Pacific Bank - Trust Division
Hawaii
$1.14K – – –
WWMSC
749
Wagner Wealth Management (South Carolina)
South Carolina
$864 – – –
AI
750
Arvest Investments
Arkansas
$408 – – –
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30
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