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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
126
Howe & Rusling
New York
$298K +$79.8K +5,661 +40%
LWAC
127
Laurel Wealth Advisors (California)
California
$297K +$1.31K +93 +0.5%
PCA
128
Personal Capital Advisors
California
$289K +$270K +19,158 New
SWM
129
Southern Wealth Management
Texas
$266K +$85 +6 +0%
EWM
130
Empirical Wealth Management
Washington
$248K -$18.1K -1,284 -7%
NDSI
131
Newman Dignan & Sheerar Inc
Rhode Island
$245K +$2.05M +145,635 +889%
TRCT
132
Tower Research Capital (TRC)
New York
$240K -$1.22M -86,868 -85%
MAS
133
Managed Account Services
Florida
$238K +$212K +15,015 New
Lido Advisors
134
Lido Advisors
California
$231K +$216K +15,303 New
CA
135
Calton & Associates
Florida
$230K +$215K +15,237 New
CCM
136
Chilton Capital Management
Texas
$226K +$211K +14,988 New
CPIG
137
Chicago Partners Investment Group
Illinois
$220K +$197K +13,956 New
MCM
138
Maryland Capital Management
Maryland
$220K +$205K +14,556 New
JLBC
139
J.L. Bainbridge & Co
Florida
$220K +$206K +14,574 New
BEAM
140
Baker Ellis Asset Management
Washington
$217K -$199K -14,118 -50%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$213K – – –
KCM
142
Kanawha Capital Management
Virginia
$209K +$196K +13,875 New
PPA
143
Parametric Portfolio Associates
Washington
$208K +$194K +13,764 New
BSW
144
Buckingham Strategic Wealth
Missouri
$207K +$193K +13,689 New
CW
145
CreativeOne Wealth
Kansas
$207K +$193K +13,719 New
KIA
146
KCM Investment Advisors
California
$206K +$193K +13,677 New
RC
147
Randolph Company
Ohio
$204K +$190K +13,509 New
ACA
148
Ackerman Capital Advisors
Texas
$203K +$189K +13,419 New
US Bancorp
149
US Bancorp
Minnesota
$193K +$180K +12,780 New
LGWM
150
Litman Gregory Wealth Management
California
$175K – – –