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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Cobblestone Capital Advisors
New York
$10M -$237K -10,731 -2%
CPCP
77
Cedar Point Capital Partners
Iowa
$10M +$3.17K +144 +0%
PCA
78
Pallas Capital Advisors
Massachusetts
$9.77M -$96.2K -4,365 -1%
LFA
79
Legend Financial Advisors
Pennsylvania
$9.37M +$405K +18,366 +5%
SFP
80
Sterling Financial Planning
New Jersey
$9.12M -$29.7K -1,347 -0.3%
MTWM
81
Masso Torrence Wealth Management
New Jersey
$9.02M +$373K +16,902 +4%
NCM
82
Northland Capital Management
Minnesota
$8.97M +$11.4K +516 +0.1%
AFA
83
Arlington Financial Advisors
California
$8.8M -$278K -12,615 -3%
NHC
84
Nicholas Hoffman & Company
Georgia
$8.53M +$943K +42,783 +13%
AWM
85
Aspire Wealth Management
Massachusetts
$8.52M +$2.3M +104,367 +38%
Prudential Financial
86
Prudential Financial
New Jersey
$8.5M +$68.5K +3,105 +0.8%
USCWA
87
U.S. Capital Wealth Advisors
Texas
$8.3M +$110K +4,998 +1%
LAM
88
Lakewood Asset Management
Illinois
$8.1M +$1.22M +55,533 +18%
VP
89
Verum Partners
North Carolina
$8.09M -$1.69M -76,518 -17%
BGAI
90
Bruce G. Allen Investments
Colorado
$7.54M -$165K -7,488 -2%
AG
91
AlTi Global
New York
$7.51M -$278K -12,603 -4%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$7.5M -$1.95M -88,371 -21%
LTL
93
Lowery Thomas LLC
California
$7.29M +$253K +11,469 +4%
PJSIMP
94
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.09M +$506K +22,950 +8%
MCM
95
MAI Capital Management
Ohio
$7M +$847K +38,421 +14%
ACS
96
Archford Capital Strategies
Illinois
$6.83M +$223K +10,116 +3%
AFS
97
Access Financial Services
Minnesota
$6.81M +$306K +13,878 +5%
MIA
98
Milestone Investment Advisors
Wisconsin
$6.65M +$2.07M +93,813 +46%
FM
99
Foster & Motley
Ohio
$6.52M +$185K +8,391 +3%
JAG
100
Journey Advisory Group
Kentucky
$6.47M -$15.7K -714 -0.2%