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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Consilium Wealth Advisory
Texas
$4.4M +$20.5K +1,158 +0.5%
CL
77
COWA LLC
Oklahoma
$4.39M -$160K -9,045 -4%
VP
78
Verum Partners
North Carolina
$4.26M +$4.23M +239,208 New
SWM
79
Shakespeare Wealth Management
Wisconsin
$4.25M +$18.4K +1,041 +0.4%
YAL
80
Your Advocates Ltd
Texas
$4.19M +$3.23M +182,406 +345%
Prudential Financial
81
Prudential Financial
New Jersey
$4.08M +$866K +48,921 +27%
RTL
82
Red Tortoise LLC
Georgia
$3.92M +$3.9M +220,248 New
RJFSA
83
Raymond James Financial Services Advisors
Florida
$3.67M -$122K -6,897 -3%
DSA
84
Droms Strauss Advisors
Missouri
$3.63M -$21K -1,185 -0.6%
GC
85
Gratus Capital
Georgia
$3.62M -$423K -23,931 -11%
CFO
86
Collective Family Office
Pennsylvania
$3.62M -$723K -40,842 -17%
IIC
87
Ironwood Investment Counsel
Arizona
$3.61M +$945K +53,433 +36%
CAC
88
Certified Advisory Corp
Florida
$3.53M +$116K +6,576 +3%
CFO
89
CVA Family Office
Colorado
$3.52M +$331K +18,699 +10%
PWSG
90
Pacific Wealth Strategies Group
California
$3.47M +$37.4K +2,112 +1%
EWA
91
Exencial Wealth Advisors
Oklahoma
$3.47M +$267K +15,117 +8%
PJSIMP
92
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.35M +$2.41M +135,957 +260%
BWM
93
Baystate Wealth Management
Massachusetts
$3.29M +$2.63M +148,713 +415%
AC
94
Avant Capital
Louisiana
$3.25M -$61.7K -3,489 -2%
RWRC
95
R.W. Roge & Company
New York
$3.06M -$202K -11,406 -6%
RJA
96
Raymond James & Associates
Florida
$3.06M -$147K -8,313 -5%
SA
97
Scarborough Advisors
Maryland
$2.94M +$2.92M +165,021 New
MML Investors Services
98
MML Investors Services
Massachusetts
$2.89M +$74.1K +4,188 +3%
LIM
99
Leavell Investment Management
Alabama
$2.72M +$457K +25,845 +20%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$2.59M +$2.57M +145,296 New