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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$120K -$2.81K -216 -2%
ECM
102
Exchange Capital Management
Michigan
$99K
Wells Fargo
103
Wells Fargo
California
$79K -$308K -23,730 -80%
US Bancorp
104
US Bancorp
Minnesota
$76K
AA
105
Ancora Advisors
Ohio
$73K +$72.1K +5,550 New
KJWM
106
Kiley Juergens Wealth Management
Washington
$71K
PMFA
107
Plante Moran Financial Advisors
Michigan
$68K
SFSIG
108
San Francisco Sentry Investment Group
California
$68K
MFW
109
Mosaic Family Wealth
Missouri
$66K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$65K +$9.01K +693 +16%
OIA
111
OneDigital Investment Advisors
Kansas
$62K +$60.5K +4,653 New
WC
112
Whitney & Co
New York
$55K
BlackRock
113
BlackRock
New York
$44K -$1.21K -93 -3%
ADL
114
Asset Dedication LLC
California
$43K
ME
115
McIlrath & Eck
Washington
$38K
CPIG
116
Chicago Partners Investment Group
Illinois
$36K
AF
117
Allworth Financial
California
$35K +$34.2K +2,628 New
SWM
118
SeaCrest Wealth Management
New York
$33K
RFC
119
Regions Financial Corp
Alabama
$30K
APP
120
Avantax Planning Partners
Iowa
$27K +$26.5K +2,037 New
VCM
121
Vigilant Capital Management
Maine
$27K +$26.5K +2,037 New
BFC
122
Bedel Financial Consulting
Indiana
$26K
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
$21K +$20.7K +1,590 New
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$21K +$20.7K +1,596 New
SPIA
125
Steward Partners Investment Advisory
New York
$16K