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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
751
Hamilton Point Investment Advisors
North Carolina
$9.69K – – –
GWS
752
Greykasell Wealth Strategies
California
$9.11K – – –
MMCM
753
Murphy & Mullick Capital Management
New York
$8.69K – – –
MSG
754
Main Street Group
Virginia
$8.02K +$8.16K +288 New
WAG
755
Wiser Advisor Group
Arizona
$7.94K -$1.05K -37 -11%
HCM
756
Hollencrest Capital Management
California
$7.94K – – –
SC
757
Solstein Capital
California
$7.77K – – –
RFS
758
Richardson Financial Services
Massachusetts
$7.46K +$7.59K +268 New
DAM
759
Delta Asset Management
Tennessee
$6.96K – – –
CPL
760
Capital & Planning LLC
Georgia
$6.93K +$7.06K +249 New
WIM
761
Westside Investment Management
California
$6.63K – – –
FGAM
762
Financial Gravity Asset Management
Texas
$5.85K -$7.93K -280 -57%
MFT
763
Moisand Fitzgerald Tamayo
Florida
$5.26K – – –
WOSD
764
WFA of San Diego
California
$4.76K – – –
RF
765
Robinswood Financial
Washington
$4.6K – – –
FFA
766
Founders Financial Alliance
North Carolina
$4.51K – – –
SS
767
Sunbelt Securities
Texas
$4.44K -$11.4K -404 -72%
MAS
768
MPWM Advisory Solutions
Georgia
$4.15K +$4.22K +149 New
FMP
769
Financial Management Professionals
Texas
$4.01K – – –
CCMI
770
Creative Capital Management Investments
California
$3.93K +$4K +141 New
QWM
771
Quaker Wealth Management
New Jersey
$3.26K – – –
AW
772
Avion Wealth
Texas
$3K – – –
PWA
773
Portus Wealth Advisors
North Carolina
$2.48K +$2.52K +89 New
PIP
774
Peachtree Investment Partners
Florida
$2.45K – – –
MCA
775
McGuire Capital Advisors
Oklahoma
$2.31K – – –
29 30
31
32 33