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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
126
Rollins Financial Advisors
New York
$7.31M -$144K -5,688 -2%
FM
127
Foster & Motley
Ohio
$7.28M +$279K +10,971 +4%
NRI
128
NFP Retirement Inc
California
$7.13M +$5.56M +219,138 +422%
IA
129
Integrity Alliance
Iowa
$6.99M +$44.8K +1,766 +0.7%
JAG
130
Journey Advisory Group
Kentucky
$6.89M +$22.5K +885 +0.3%
RTL
131
Red Tortoise LLC
Georgia
$6.79M +$277K +10,908 +4%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.5M -$511K -20,126 -8%
VP
133
Verum Partners
North Carolina
$6.4M -$265K -10,427 -4%
PC
134
Payne Capital
Oregon
$6.35M +$6.13M +241,590 New
WWA
135
Wingate Wealth Advisors
Massachusetts
$6.32M +$777K +30,586 +15%
BAWC
136
Boyce & Associates Wealth Consulting
Texas
$5.92M +$1.1M +43,207 +24%
AQR Capital Management
137
AQR Capital Management
Connecticut
$5.89M +$3.03M +119,475 +114%
AC
138
Avant Capital
Louisiana
$5.86M +$38.1K +1,499 +0.7%
CCP
139
Clarkston Capital Partners
Michigan
$5.69M +$5.5M +216,509 New
WANY
140
Wealthspire Advisors (New York)
New York
$5.35M +$2.74M +107,802 +113%
EWA
141
EQ Wealth Advisors
Texas
$5.33M -$22.2K -875 -0.4%
MPW
142
Magnolia Private Wealth
Pennsylvania
$5.29M -$575K -22,636 -10%
SF
143
Synovus Financial
Georgia
$5.28M +$273K +10,736 +6%
BEAM
144
Baker Ellis Asset Management
Washington
$5.25M +$64.9K +2,558 +1%
BFA
145
Blueprint Financial Advisors
North Carolina
$5.12M +$37.3K +1,468 +0.8%
BIP
146
Blueprint Investment Partners
North Carolina
$5.12M +$1.09M +43,090 +28%
KWM
147
Kingsview Wealth Management
Oregon
$5.03M -$2.49M -97,967 -34%
CFO
148
CVA Family Office
Colorado
$4.97M +$559 +22 +0%
EWA
149
Exencial Wealth Advisors
Oklahoma
$4.96M -$25.7K -1,012 -0.5%
AWE
150
Avidian Wealth Enterprises
Texas
$4.93M +$26.1K +1,027 +0.6%