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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
126
Pacific Wealth Strategies Group
California
$6.29M +$73.4K +3,038 +1%
FM
127
Foster & Motley
Ohio
$6.24M -$136K -5,612 -2%
CAM
128
Cidel Asset Management
Ontario, Canada
$6.24M +$89.9K +3,720 +1%
IA
129
Integrity Alliance
Iowa
$6.22M +$5.89M +243,835 +1,243%
GFP
130
Guardian Financial Partners
California
$6.14M +$564K +23,326 +10%
MPW
131
Magnolia Private Wealth
Pennsylvania
$6.08M -$214K -8,864 -3%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$6.05M +$1.76M +72,627 +39%
DC
133
Darrow Company
Massachusetts
$5.87M +$280K +11,590 +5%
RTL
134
Red Tortoise LLC
Georgia
$5.66M +$543K +22,455 +10%
FWM
135
Foguth Wealth Management
Michigan
$5.59M -$1.47M -60,719 -20%
SAW
136
Signal Advisors Wealth
Michigan
$5.46M -$1.49M -61,526 -21%
WANY
137
Wealthspire Advisors (New York)
New York
$5.28M +$2.82M +116,833 +110%
CFO
138
Collective Family Office
Pennsylvania
$5.24M -$17.8K -737 -0.3%
TFS
139
Thoroughbred Financial Services
Tennessee
$5.2M +$648K +26,806 +14%
AC
140
Avant Capital
Louisiana
$5.18M +$108K +4,483 +2%
AWE
141
Avidian Wealth Enterprises
Texas
$4.87M +$24.6K +1,019 +0.5%
CFO
142
CVA Family Office
Colorado
$4.63M -$47.2K -1,954 -1%
CL
143
COWA LLC
Oklahoma
$4.6M +$217K +8,969 +5%
DSA
144
Droms Strauss Advisors
Missouri
$4.55M -$102K -4,220 -2%
EWA
145
Exencial Wealth Advisors
Oklahoma
$4.47M -$76.3K -3,158 -2%
JP Morgan Chase
146
JP Morgan Chase
New York
$4.47M +$1.26M +52,042 +38%
BEAM
147
Baker Ellis Asset Management
Washington
$4.45M +$125K +5,184 +3%
QCM
148
Quantinno Capital Management
New York
$4.36M +$1.28M +52,942 +40%
SHF
149
Stage Harbor Financial
Massachusetts
$4.27M
MSFS
150
Main Street Financial Solutions
Pennsylvania
$4.26M +$4.36M +180,533 New