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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$16K – – –
William Blair & Company
127
William Blair & Company
Illinois
$15K -$3.2K -246 -17%
TIM
128
Tortoise Investment Management
New York
$13K – – –
AG
129
Advisor Group
Arizona
$13K +$9.82K +756 +304%
SBL
130
Sargent Bickham Lagudis
Colorado
$12K – – –
FHB
131
First Hawaiian Bank
Hawaii
$12K +$11.5K +888 New
BWM
132
BerganKDV Wealth Management
Minnesota
$11K – – –
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$9K -$104K -8,022 -92%
BCM
134
Blume Capital Management
California
$6K – – –
Citigroup
135
Citigroup
New York
$5K +$78 +6 +2%
RFA
136
Reilly Financial Advisors
California
$4K +$4.09K +315 New
FMP
137
Financial Management Professionals
Texas
$3K – – –
S
138
SignatureFD
Georgia
$3K +$39 +3 +2%
GEA
139
Glen Eagle Advisors
New Jersey
$2.46K – – –
PO
140
Private Ocean
California
$2K – – –
PA
141
Parallel Advisors
California
$2K +$1.79K +138 New
CWM
142
Cedar Wealth Management
California
$2K +$2.07K +159 New
ASN
143
Advisory Services Network
Georgia
$1K – – –
SHJ
144
Sharkey, Howes & Javer
Colorado
$1K – – –
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– -$2.88M -231,033 Closed
CM
146
Cornerstone Management
Georgia
– -$1.08M -86,382 Closed
Citadel Advisors
147
Citadel Advisors
Florida
– -$1.05M -84,423 Closed
VF
148
Virtu Financial
New York
– -$285K -22,866 Closed
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
– -$237K -19,035 Closed
CCA
150
Clearwater Capital Advisors
Illinois
– -$207K -16,668 Closed