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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Laidlaw Wealth Management
New York
$844K -$44.4K -2,412 -5%
FFN
152
Focus Financial Network
Minnesota
$841K -$125K -6,777 -12%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$788K -$1.05K -57 -0.1%
PAG
154
Private Advisor Group
New Jersey
$743K -$271K -14,730 -25%
IAN
155
Integrated Advisors Network
Texas
$739K +$192K +10,449 +32%
WFAG
156
Wescott Financial Advisory Group
Pennsylvania
$733K +$4.47K +243 +0.6%
BWM
157
Birchcreek Wealth Management
Ohio
$719K +$37.8K +2,055 +5%
UCFA
158
United Capital Financial Advisors
Texas
$718K -$30.6K -1,665 -4%
TF
159
Theory Financial
Colorado
$704K +$760K +41,292 New
CAM
160
Cresset Asset Management
Illinois
$677K +$207K +11,232 +39%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$649K +$186K +10,089 +36%
PJSIMP
162
P.J. Schmidt Investment Management (PJS)
Wisconsin
$604K +$249K +13,512 +70%
SIC
163
Salem Investment Counselors
North Carolina
$599K +$290K +15,759 +81%
BSW
164
Buckingham Strategic Wealth
Missouri
$593K +$253K +13,767 +65%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$576K +$418K +22,704 +202%
AIP
166
Almanack Investment Partners
Pennsylvania
$572K -$41.8K -2,271 -6%
TPA
167
Trivium Point Advisory
Connecticut
$567K +$62K +3,369 +11%
BRWA
168
B. Riley Wealth Advisors
Florida
$551K -$10.9M -589,434 -95%
CCM
169
Chilton Capital Management
Texas
$551K +$17.4K +945 +3%
AP
170
Appleton Partners
Massachusetts
$534K +$6.35K +345 +1%
BO
171
BRR OpCo
Ohio
$534K +$39.8K +2,160 +7%
ICG
172
InterOcean Capital Group
Tennessee
$529K +$86.3K +4,686 +18%
OIA
173
OneDigital Investment Advisors
Kansas
$516K -$255K -13,869 -31%
AWM
174
Altium Wealth Management
New York
$500K +$4.86K +264 +0.9%
SSC
175
Syverson Strege & Co
Iowa
$489K -$109K -5,919 -17%