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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
726
Atlantic Edge Private Wealth Management
Florida
$19.5K – – –
TCM
727
Triumph Capital Management
Colorado
$18.7K -$44.5K -1,572 -70%
KA
728
Kozak & Associates
Colorado
$18.6K +$18.3K +645 New
GWANC
729
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.5K +$18.9K +666 New
OCM
730
Osbon Capital Management
Massachusetts
$18.4K – – –
CAL
731
Capital Advisors Ltd
Ohio
$18K – – –
SWIM
732
Smallwood Wealth Investment Management
New Jersey
$18K – – –
PAG
733
Paladin Advisory Group
Iowa
$17.5K -$3.8K -134 -18%
RP
734
Rice Partnership
Hawaii
$17.2K – – –
PK
735
Pflug Koory
Nebraska
$16.8K +$57 +2 +0.3%
FC
736
Financial Consulate
Maryland
$16.6K – – –
SIS
737
Sound Income Strategies
Florida
$16.4K – – –
FCAS
738
First Command Advisory Services
Texas
$16.4K – – –
FFA
739
Frazier Financial Advisors
Ohio
$16.3K +$28 +1 +0.2%
MSFP
740
Mark Sheptoff Financial Planning
Connecticut
$15.6K – – –
RF
741
Rossby Financial
Florida
$15.5K – – –
TCWA
742
Turtle Creek Wealth Advisors
Texas
$15.5K +$15.7K +555 New
WSFG
743
Wall Street Financial Group
Illinois
$14.4K +$14.7K +518 New
GCM
744
Gunpowder Capital Management
Maryland
$14.1K – – –
CMP
745
Coston McIsaac & Partners
Maine
$14K – – –
CI
746
CX Institutional
Indiana
$14K +$11.3K +398 +390%
NWMP
747
Noble Wealth Management PBC
Colorado
$13.6K -$3.54K -125 -20%
SWP
748
Strategic Wealth Partners
Ohio
$12.3K – – –
Bessemer Group
749
Bessemer Group
New Jersey
$12K +$11.9K +420 New
TCM
750
TD Capital Management
Tennessee
$11.8K +$57 +2 +0.5%