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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Continuum Advisory
Idaho
$1.16M -$130K -7,344 -9%
SPWM
127
Schrum Private Wealth Management
Florida
$1.14M +$53 +3 +0%
CAN
128
Cetera Advisor Networks
California
$1.13M +$141K +7,998 +13%
BMM
129
Berkshire Money Management
Massachusetts
$1.11M +$1.23M +69,681 New
FVWA
130
Foster Victor Wealth Advisors
South Carolina
$1.07M -$1.01K -57 -0.1%
LIA
131
LBMC Investment Advisors
Tennessee
$1.07M -$143K -8,103 -11%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$1.06M -$5.67K -321 -0.5%
BCA
133
Bay Colony Advisors
Massachusetts
$1.06M +$80.1K +4,539 +7%
TPA
134
Trivium Point Advisory
Connecticut
$1.05M +$533K +30,207 +92%
BWM
135
BCS Wealth Management
Tennessee
$997K +$214K +12,126 +24%
FFWA
136
FRG Family Wealth Advisors
Washington
$952K +$116K +6,600 +12%
JCIA
137
Jackson Creek Investment Advisors
Colorado
$947K +$20.2K +1,146 +2%
AWM
138
Aspire Wealth Management
Massachusetts
$942K +$757K +42,897 +264%
AWM
139
Angeles Wealth Management
California
$918K
PJSIMP
140
P.J. Schmidt Investment Management (PJS)
Wisconsin
$890K +$340K +19,287 +59%
WFA
141
Wade Financial Advisory
California
$889K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$879K +$38.5K +2,184 +4%
SOS
143
Silver Oak Securities
Tennessee
$851K +$805K +45,603 New
YAL
144
Your Advocates Ltd
Texas
$842K -$262K -14,865 -22%
CA
145
CoreCap Advisors
Michigan
$837K +$907K +51,375 +4,369%
CG
146
Colony Group
Massachusetts
$831K -$519K -29,427 -36%
PWA
147
Pillar Wealth Advisors
Pennsylvania
$817K -$69.8K -3,957 -7%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$817K +$79K +4,479 +10%
FSWA
149
Financial Synergies Wealth Advisors
Texas
$814K -$3.81K -216 -0.4%
FFN
150
Focus Financial Network
Minnesota
$809K +$22.4K +1,269 +3%