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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
151
San Francisco Sentry Investment Group
California
$157K – – –
SL
152
Savior LLC
Massachusetts
$157K +$88.1K +6,246 +152%
RA
153
Reby Advisors
Connecticut
$156K +$146K +10,335 New
BAM
154
Bellevue Asset Management
Washington
$147K -$54.3K -3,852 -29%
LC
155
Lindbrook Capital
California
$146K – – –
NFG
156
Next Financial Group
Texas
$141K -$54.9K -3,891 -29%
GWM
157
Geneos Wealth Management
Colorado
$138K – – –
FFA
158
Freedman Financial Associates
Massachusetts
$108K +$101K +7,134 New
FFG
159
Fortem Financial Group
California
$106K +$99.4K +7,047 New
SIC
160
Salem Investment Counselors
North Carolina
$101K +$93.9K +6,660 New
SPIA
161
Steward Partners Investment Advisory
New York
$91K +$11.6K +825 +16%
FRA
162
Front Row Advisors
California
$87K – – –
TAM
163
Townsend Asset Management
North Carolina
$83K +$381 +27 +0.5%
FCH
164
Freestone Capital Holdings
Washington
$78.4K +$73.2K +5,190 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
MAM
166
McCarthy Asset Management
California
$67K +$62.7K +4,443 New
BWA
167
BDO Wealth Advisors
Florida
$64K – – –
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$62K – – –
BWM
169
Baystate Wealth Management
Massachusetts
$60K – – –
William Blair & Company
170
William Blair & Company
Illinois
$57K -$28.7K -2,037 -35%
HFA
171
Hoover Financial Advisors
Pennsylvania
$53K -$21.2K -1,500 -31%
ADL
172
Asset Dedication LLC
California
$53K +$16.2K +1,152 +48%
ASN
173
Advisory Services Network
Georgia
$51K +$17.9K +1,266 +60%
HIA
174
Harbor Investment Advisory
Maryland
$45K – – –
ME
175
McIlrath & Eck
Washington
$44K – – –