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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$16K +$16K +1,251 New
TIM
152
Tortoise Investment Management
New York
$13K – – –
KC
153
Knuff & Co
California
$12K – – –
MA
154
MCF Advisors
Kentucky
$12K +$11.9K +927 New
BWM
155
BerganKDV Wealth Management
Minnesota
$11K – – –
RIA
156
Realta Investment Advisors
Delaware
$10K +$9.3K +726 New
HPC
157
HM Payson & Co
Maine
$8K +$7.69K +600 New
BCM
158
Blume Capital Management
California
$6K – – –
SWP
159
Strategic Wealth Partners
Ohio
$5K +$5.15K +402 New
FMP
160
Financial Management Professionals
Texas
$3K – – –
GEA
161
Glen Eagle Advisors
New Jersey
$2.42K – – –
DWM
162
Destination Wealth Management
California
$2K -$42.8K -3,342 -95%
IBOK
163
Independence Bank of Kentucky
Kentucky
$2K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$2K – – –
BAMG
165
Brand Asset Management Group
Missouri
$2K +$1.5K +117 New
SIM
166
Sonora Investment Management
Arizona
$2K +$1.65K +129 New
S
167
SignatureFD
Georgia
$1K -$2.69K -210 -80%
ASN
168
Advisory Services Network
Georgia
$1K – – –
AF
169
Allworth Financial
California
$1K – – –
TWA
170
TCI Wealth Advisors
Arizona
$1K – – –
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
TL
172
TrueWealth LLC
Georgia
$1K +$846 +66 New
ZCA
173
Zeke Capital Advisors
Pennsylvania
– -$13.3M -1,049,721 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$1.99M -157,377 Closed
LA
175
LVW Advisors
New York
– -$503K -39,732 Closed