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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
151
Integrated Advisors Network
Texas
$791K +$11.8K +621 +2%
AIP
152
Almanack Investment Partners
Pennsylvania
$776K +$70.7K +3,723 +10%
SC
153
Savant Capital
Illinois
$760K +$62K +3,264 +9%
PAS
154
Park Avenue Securities
New York
$739K +$470K +24,750 +189%
PAG
155
Private Advisor Group
New Jersey
$734K +$241K +12,678 +51%
SWM
156
Southern Wealth Management
Texas
$720K +$31.7K +1,671 +5%
CBFP
157
Cedar Brook Financial Partners
Ohio
$706K +$72.2K +3,801 +12%
SSC
158
Syverson Strege & Co
Iowa
$678K -$151K -7,941 -19%
CL
159
COWA LLC
Oklahoma
$677K +$657K +34,626 New
Truist Financial
160
Truist Financial
North Carolina
$664K -$15.6M -819,648 -96%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$661K +$304K +15,993 +90%
FWP
162
FAS Wealth Partners
Kansas
$629K -$119K -6,252 -16%
CP
163
Camelot Portfolios
Ohio
$625K +$55K +2,895 +10%
AP
164
Appleton Partners
Massachusetts
$598K -$73.6K -3,879 -11%
VCM
165
Virtue Capital Management
Tennessee
$596K +$579K +30,486 New
OIA
166
OneDigital Investment Advisors
Kansas
$593K +$171 +9 +0%
TRCT
167
Tower Research Capital (TRC)
New York
$578K +$562K +29,580 New
CAM
168
Cresset Asset Management
Illinois
$561K -$14.2K -750 -3%
SCM
169
SOL Capital Management
Maryland
$557K
CCM
170
Chilton Capital Management
Texas
$555K +$18.7K +987 +4%
AWM
171
Aspire Wealth Management
Massachusetts
$552K +$536K +28,257 New
SWM
172
SigFig Wealth Management
California
$541K +$4.3M +226,446 New
EW
173
Evoke Wealth
California
$540K +$525K +27,654 New
AWM
174
Altium Wealth Management
New York
$535K +$5.13K +270 +1%
JMPWA
175
JP Morgan Private Wealth Advisors
California
$528K -$259K -13,656 -34%