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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
126
U.S. Capital Wealth Advisors
Texas
$1.72M +$150K +7,767 +10%
IIC
127
Ironwood Investment Counsel
Arizona
$1.71M +$191K +9,927 +13%
CG
128
Colony Group
Massachusetts
$1.71M +$621K +32,214 +58%
VFA
129
Valeo Financial Advisors
Indiana
$1.69M -$150K -7,764 -8%
HG
130
Harbor Group
New Hampshire
$1.62M -$56.9K -2,952 -3%
CS
131
Comerica Securities
Michigan
$1.59M +$534K +27,684 +51%
WEG
132
World Equity Group
Illinois
$1.57M +$1.55M +80,394 New
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$1.51M +$242K +12,570 +19%
MAM
134
Madison Asset Management
Wisconsin
$1.51M – – –
APC
135
Asset Planning Corporation
Tennessee
$1.49M -$19K -984 -1%
AA
136
Addison Advisors
Vermont
$1.45M +$2.2K +114 +0.2%
CWM
137
Cedar Wealth Management
California
$1.4M -$789K -40,953 -36%
SPWM
138
Schrum Private Wealth Management
Florida
$1.38M +$8.56K +444 +0.6%
SPC
139
Sigma Planning Corp
Michigan
$1.36M +$226K +11,751 +20%
SWM
140
SigFig Wealth Management
California
$1.35M +$7.53M +390,888 +173%
CAN
141
Cetera Advisor Networks
California
$1.34M +$92.7K +4,809 +8%
LIM
142
Leavell Investment Management
Alabama
$1.26M +$296K +15,360 +31%
FVWA
143
Foster Victor Wealth Advisors
South Carolina
$1.26M -$51.8K -2,685 -4%
PAS
144
Park Avenue Securities
New York
$1.24M +$493K +25,578 +68%
SWM
145
Southern Wealth Management
Texas
$1.18M +$453K +23,484 +64%
JCIA
146
Jackson Creek Investment Advisors
Colorado
$1.15M -$157K -8,130 -12%
PAG
147
Private Advisor Group
New Jersey
$1.14M +$403K +20,916 +56%
LIA
148
LBMC Investment Advisors
Tennessee
$1.12M – – –
FFN
149
Focus Financial Network
Minnesota
$1.1M +$653K +33,906 +151%
FTUS
150
Flow Traders U.S.
New York
$1.07M +$1.06M +54,849 New
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