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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$88K +$64.6K +5,040 +283%
FRA
127
Front Row Advisors
California
$83K +$4.04K +315 +5%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$77K
SFSIG
129
San Francisco Sentry Investment Group
California
$67K
SIAS
130
Shine Investment Advisory Services
Colorado
$63K
AOWM
131
Alpha Omega Wealth Management
Virginia
$59K +$26.8K +2,094 +86%
PO
132
Private Ocean
California
$58K -$91.9K -7,176 -62%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$54K +$52.8K +4,122 New
BWM
134
Baystate Wealth Management
Massachusetts
$52K
BlackRock
135
BlackRock
New York
$51K +$11.1K +870 +29%
APA
136
American Portfolios Advisors
New York
$50.9K +$50K +3,903 New
US Bancorp
137
US Bancorp
Minnesota
$50K -$7.42K -579 -13%
TFA
138
Transamerica Financial Advisors
Florida
$45K +$43.4K +3,390 New
ACA
139
Atlas Capital Advisors
Wyoming
$44.1K +$43.4K +3,384 New
ADL
140
Asset Dedication LLC
California
$43K
ME
141
McIlrath & Eck
Washington
$41K
William Blair & Company
142
William Blair & Company
Illinois
$38K -$356K -27,822 -90%
JPLA
143
Joseph P. Lucia & Associates
New York
$35K -$213K -16,653 -86%
JP Morgan Chase
144
JP Morgan Chase
New York
$31K +$7.92K +618 +35%
BFC
145
Bedel Financial Consulting
Indiana
$27K
Citigroup
146
Citigroup
New York
$24K
MA
147
MUFG Americas
New York
$21K
VCM
148
Vigilant Capital Management
Maine
$17K -$12.8K -999 -43%
SPIA
149
Steward Partners Investment Advisory
New York
$16K +$16K +1,251 New
TIM
150
Tortoise Investment Management
New York
$13K