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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BCS Wealth Management
Tennessee
$8.71M +$309K +10,252 +4%
RFA
152
Rollins Financial Advisors
New York
$8.66M +$230K +7,615 +3%
WSFS
153
Wilmington Savings Fund Society
Delaware
$8.65M
BW
154
BIP Wealth
Georgia
$8.51M +$7.59M +251,605 +1,140%
NG
155
Novem Group
New York
$8.4M +$1.41M +46,719 +21%
FWP
156
Flatrock Wealth Partners
California
$8.35M +$982K +32,533 +14%
IA
157
Integrity Alliance
Iowa
$7.69M -$128K -4,225 -2%
BAWC
158
Boyce & Associates Wealth Consulting
Texas
$7.56M +$214K +7,086 +3%
AWM
159
Aberdeen Wealth Management
Illinois
$7.48M +$1.48M +48,905 +26%
CL
160
COWA LLC
Oklahoma
$7.44M +$18.8K +624 +0.3%
JAG
161
Journey Advisory Group
Kentucky
$7.31M +$87.5K +2,900 +1%
BWS
162
BFI Wealth Solutions
Texas
$7.2M +$1.95M +64,745 +39%
AWM
163
AE Wealth Management
Kansas
$7.19M +$340K +11,253 +5%
EWA
164
EQ Wealth Advisors
Texas
$7.17M +$57.9K +1,918 +0.8%
AWA
165
Argos Wealth Advisors
California
$7.13M +$27.1K +897 +0.4%
PJSIMP
166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.06M -$86.9K -2,879 -1%
AC
167
Avant Capital
Louisiana
$7.02M +$3.29K +109 +0%
CAG
168
Csenge Advisory Group
Florida
$6.84M +$173K +5,734 +3%
BEAM
169
Baker Ellis Asset Management
Washington
$6.7M -$59K -1,955 -0.9%
NA
170
NewEdge Advisors
Louisiana
$6.68M +$1.24M +41,219 +24%
CA
171
Capital Advantage
California
$6.67M +$1.06M +35,081 +20%
William Blair & Company
172
William Blair & Company
Illinois
$6.56M +$386K +12,805 +6%
BW
173
Bravera Wealth
North Dakota
$6.52M +$540K +17,906 +9%
MSFS
174
Main Street Financial Solutions
Pennsylvania
$6.5M +$879K +29,120 +16%
MWM
175
Mission Wealth Management
California
$6.44M +$5.85M +193,680 +1,431%