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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFL
76
Wealth Forward LLC
North Dakota
$11.8M -$444K -18,300 -4%
OWM
77
Opes Wealth Management
California
$11.5M -$29.8K -1,228 -0.3%
UFAC
78
Urban Financial Advisory Corp
Illinois
$11.4M +$832K +34,309 +8%
Raymond James Financial
79
Raymond James Financial
Florida
$11.4M +$11.7M +480,762 New
NCM
80
Northland Capital Management
Minnesota
$10.6M -$16.6K -685 -0.2%
SL
81
Systelligence LLC
Minnesota
$10.6M -$3.32M -137,107 -24%
MNA
82
Manning & Napier Advisors
New York
$10.5M +$209K +8,618 +2%
CPCP
83
Cedar Point Capital Partners
Iowa
$10.3M +$123K +5,088 +1%
CCA
84
Cobblestone Capital Advisors
New York
$10.3M -$93.8K -3,869 -0.9%
MFG
85
Merit Financial Group
Georgia
$10.1M +$10.4M +427,886 New
AWA
86
Arete Wealth Advisors
Illinois
$10.1M +$1.79M +73,766 +21%
PCA
87
Pallas Capital Advisors
Massachusetts
$9.74M -$19.8M -816,719 -66%
NHC
88
Nicholas Hoffman & Company
Georgia
$9.74M +$461K +19,023 +5%
LFA
89
Legend Financial Advisors
Pennsylvania
$9.67M -$123K -5,083 -1%
AAS
90
Asset Allocation Strategies
Michigan
$9.59M +$4.79M +197,595 +103%
SFP
91
Sterling Financial Planning
New Jersey
$9.41M -$243K -10,003 -2%
RF
92
RHS Financial
California
$9.38M -$792K -32,646 -8%
AFA
93
Arlington Financial Advisors
California
$9.18M -$79.4K -3,274 -0.8%
MTWM
94
Masso Torrence Wealth Management
New Jersey
$9.08M -$419K -17,274 -4%
MCM
95
MAI Capital Management
Ohio
$8.77M +$1.3M +53,761 +17%
LAM
96
Lakewood Asset Management
Illinois
$8.68M -$61K -2,516 -0.7%
LTL
97
Lowery Thomas LLC
California
$8.6M +$321K +13,235 +4%
IIC
98
Ironwood Investment Counsel
Arizona
$8.23M +$471K +19,423 +6%
MIA
99
Milestone Investment Advisors
Wisconsin
$8.19M +$764K +31,513 +10%
BGAI
100
Bruce G. Allen Investments
Colorado
$8.17M +$155K +6,402 +2%