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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Savior LLC
Massachusetts
$157K +$88.1K +6,246 +152%
RA
152
Reby Advisors
Connecticut
$156K +$146K +10,335 New
BAM
153
Bellevue Asset Management
Washington
$147K -$54.3K -3,852 -29%
LC
154
Lindbrook Capital
California
$146K
NFG
155
Next Financial Group
Texas
$141K -$54.9K -3,891 -29%
GWM
156
Geneos Wealth Management
Colorado
$138K
FFA
157
Freedman Financial Associates
Massachusetts
$108K +$101K +7,134 New
FFG
158
Fortem Financial Group
California
$106K +$99.4K +7,047 New
SIC
159
Salem Investment Counselors
North Carolina
$101K +$93.9K +6,660 New
SPIA
160
Steward Partners Investment Advisory
New York
$91K +$11.6K +825 +16%
FRA
161
Front Row Advisors
California
$87K
TAM
162
Townsend Asset Management
North Carolina
$83K +$381 +27 +0.5%
FCH
163
Freestone Capital Holdings
Washington
$78.4K +$73.2K +5,190 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$77K
MAM
165
McCarthy Asset Management
California
$67K +$62.7K +4,443 New
BWA
166
BDO Wealth Advisors
Florida
$64K
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$62K
BWM
168
Baystate Wealth Management
Massachusetts
$60K
William Blair & Company
169
William Blair & Company
Illinois
$57K -$28.7K -2,037 -35%
HFA
170
Hoover Financial Advisors
Pennsylvania
$53K -$21.2K -1,500 -31%
ADL
171
Asset Dedication LLC
California
$53K +$16.2K +1,152 +48%
ASN
172
Advisory Services Network
Georgia
$51K +$17.9K +1,266 +60%
HIA
173
Harbor Investment Advisory
Maryland
$45K
ME
174
McIlrath & Eck
Washington
$44K
IA
175
IFP Advisors
Florida
$43K +$37.7K +2,673 +1,485%