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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
151
Red Door Wealth Management
Tennessee
$31K -$2.8M -214,620 -99%
HIA
152
Harbor Investment Advisory
Maryland
$31K
ME
153
McIlrath & Eck
Washington
$31K
JFA
154
JNBA Financial Advisors
Minnesota
$31K +$39.1K +3,003 New
CFFP
155
Center for Financial Planning
Michigan
$29K
APA
156
American Portfolios Advisors
New York
$26.4K +$28.8K +2,211 +695%
SQA
157
Simon Quick Advisors
New Jersey
$25K -$12.3K -945 -28%
JPLA
158
Joseph P. Lucia & Associates
New York
$23K -$6.49K -498 -19%
ASN
159
Advisory Services Network
Georgia
$23K +$13.3K +1,020 +84%
BFC
160
Bedel Financial Consulting
Indiana
$22K
AA
161
Advisory Alpha
Michigan
$21.6K +$25.2K +1,932 New
ADL
162
Asset Dedication LLC
California
$20K
BlackRock
163
BlackRock
New York
$19K -$76.6K -5,880 -76%
IA
164
IFP Advisors
Florida
$18K
GRP
165
Global Retirement Partners
California
$18K +$22.2K +1,701 New
MA
166
MUFG Americas
New York
$17K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$17K
JWBC
168
John W. Brooker & Co
California
$16K -$7.23K -555 -26%
FWM
169
Filbrandt Wealth Management
Wisconsin
$15K +$18.7K +1,437 New
CAC
170
Certified Advisory Corp
Florida
$13K +$13.4K +1,029 +476%
SPIA
171
Steward Partners Investment Advisory
New York
$12K -$743 -57 -5%
MA
172
MCF Advisors
Kentucky
$10K
TIM
173
Tortoise Investment Management
New York
$10K
CA
174
Clearstead Advisors
Ohio
$9K +$11.8K +906 New
CAL
175
Capital Advisors Ltd
Ohio
$8K