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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
126
Kavar Capital Partners Group
Kansas
$207K
NCM
127
Next Capital Management
New York
$206K
S
128
SignatureFD
Georgia
$190K +$187K +14,355 +28,147%
GWM
129
Geneos Wealth Management
Colorado
$105K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$99K +$430 +33 +0.4%
HCA
131
Horan Capital Advisors
Ohio
$98K +$96.8K +7,425 New
AG
132
Advisor Group
Arizona
$94K +$5.01K +384 +6%
BlackRock
133
BlackRock
New York
$86K +$34.3K +2,631 +68%
ACA
134
Aptus Capital Advisors
Alabama
$85K +$84.2K +6,459 New
FRA
135
Front Row Advisors
California
$83K
US Bancorp
136
US Bancorp
Minnesota
$83K +$32K +2,457 +64%
DP
137
Denver PWM
Colorado
$80.2K +$79.6K +6,108 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$77K
LFG
139
LifePlan Financial Group
Ohio
$71K +$70.6K +5,415 New
SFSIG
140
San Francisco Sentry Investment Group
California
$68K
SIAS
141
Shine Investment Advisory Services
Colorado
$64K
PO
142
Private Ocean
California
$59K
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$54K
BWM
144
Baystate Wealth Management
Massachusetts
$52K
TAIM
145
TD Ameritrade Investment Management
Nebraska
$52K +$51.9K +3,981 New
ACA
146
Atlas Capital Advisors
Wyoming
$44.3K -$352 -27 -0.8%
ME
147
McIlrath & Eck
Washington
$43K
William Blair & Company
148
William Blair & Company
Illinois
$43K +$3.95K +303 +10%
HR
149
Howe & Rusling
New York
$36K +$35.4K +2,715 New
JPLA
150
Joseph P. Lucia & Associates
New York
$35K