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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$23.7M +$1.67M +55,284 +8%
YAL
77
Your Advocates Ltd
Texas
$23.5M -$402K -13,334 -2%
EWP
78
Elevation Wealth Partners
California
$23.3M +$204K +6,748 +0.9%
WTA
79
Washington Trust Advisors
Massachusetts
$22.9M -$77.1K -2,555 -0.3%
CWM
80
Cabot Wealth Management
Massachusetts
$22.7M -$148K -4,909 -0.7%
AA
81
Aufman Associates
Pennsylvania
$21.7M +$614K +20,346 +3%
PCM
82
Pennsylvania Capital Management
Pennsylvania
$21.7M +$686K +22,732 +3%
OFG
83
Oxford Financial Group
Indiana
$21.6M -$2.31M -76,420 -10%
GAM
84
Gotham Asset Management
New York
$21.5M +$3.16M +104,828 +18%
MML Investors Services
85
MML Investors Services
Massachusetts
$21.2M +$4.1M +135,906 +25%
JBA
86
Johnson Bixby & Associates
Washington
$20.5M +$696K +23,071 +4%
HWP
87
Highline Wealth Partners
California
$20.5M +$3.34M +110,718 +20%
TWM
88
Tradition Wealth Management
Minnesota
$19.8M +$624K +20,670 +3%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$19.4M +$4.33M +143,337 +30%
PS
90
Principal Securities
Iowa
$19.4M +$607K +20,121 +3%
CFA
91
Cahill Financial Advisors
Minnesota
$19.3M +$127K +4,197 +0.7%
WFL
92
Wealth Forward LLC
North Dakota
$19.3M +$1.73M +57,455 +10%
EF
93
Envision Financial
Wisconsin
$19.2M -$769K -25,478 -4%
WPIC
94
White Pine Investment Company
Michigan
$19.2M +$385K +12,748 +2%
SWA
95
Strata Wealth Advisors
Texas
$19.2M +$706K +23,397 +4%
VH
96
VVR Holdings
Washington
$19.2M -$790K -26,187 -4%
NCM
97
Northland Capital Management
Minnesota
$18.9M +$205K +6,804 +1%
Cerity Partners
98
Cerity Partners
New York
$18.5M -$1.6M -52,970 -8%
AAS
99
Asset Allocation Strategies
Michigan
$17.7M +$186K +6,151 +1%
IIC
100
Ironwood Investment Counsel
Arizona
$17.5M +$1.28M +42,350 +8%