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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
751
Blue Trust Inc
Georgia
$37.1K -$332 -11 -0.9%
GF
752
GGM Financials
Ohio
$36.3K +$35.2K +1,166 New
MFP
753
Meramec Financial Planners
Missouri
$34.2K – – –
VWA
754
Valued Wealth Advisors
Utah
$34K – – –
CW
755
CrossGen Wealth
North Carolina
$31.6K +$30.6K +1,015 New
RWM
756
Rialto Wealth Management
New York
$30.1K – – –
HFG
757
Harborfront Financial Group
Michigan
$29.2K +$28.4K +940 New
RFS
758
Richardson Financial Services
Massachusetts
$26.7K +$17.8K +589 +220%
TWD
759
True Wealth Design
Ohio
$26.1K -$406K -13,449 -94%
RF
760
Rossby Financial
Florida
$25.8K +$8.21K +272 +49%
BWA
761
Basecamp Wealth Advisors
Washington
$25.1K – – –
AIM
762
Anchor Investment Management
South Carolina
$24.6K – – –
Bessemer Group
763
Bessemer Group
New Jersey
$24K +$10.3K +342 +81%
CFG
764
CKW Financial Group
Hawaii
$24K +$23K +762 New
PFBT
765
Parkside Financial Bank & Trust
Missouri
$23.9K – – –
HPC
766
HM Payson & Co
Maine
$23.4K – – –
HBW
767
Hazlett, Burt & Watson
West Virginia
$23K +$21.9K +724 New
SL
768
Salomon & Ludwin
Virginia
$22.1K -$1.12K -37 -5%
MM
769
Main Management
California
$22K – – –
AAG
770
Accordant Advisory Group
Maryland
$21.9K – – –
TFA
771
Transamerica Financial Advisors
Florida
$21.8K – – –
AEPWM
772
Atlantic Edge Private Wealth Management
Florida
$21.7K – – –
CI
773
Cordant Inc
Oregon
$21.7K +$21K +697 New
OCM
774
Osbon Capital Management
Massachusetts
$20.5K – – –
KA
775
Kozak & Associates
Colorado
$20.1K +$60 +2 +0.3%