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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$808K +$148K +8,400 +20%
BWM
152
Birchcreek Wealth Management
Ohio
$803K +$142K +8,073 +19%
SWM
153
Southern Wealth Management
Texas
$801K -$276K -15,660 -26%
IAN
154
Integrated Advisors Network
Texas
$792K +$110K +6,210 +14%
REMPR
155
Roof Eidam Maycock Peralta (REMP)
California
$762K +$845K +47,886 New
KIA
156
KCM Investment Advisors
California
$759K +$842K +47,703 New
LWM
157
Laidlaw Wealth Management
New York
$746K -$51.2K -2,904 -6%
PAG
158
Private Advisor Group
New Jersey
$721K +$27.3K +1,548 +4%
SFS
159
Solitude Financial Services
Virginia
$720K +$316K +17,910 +66%
WFAG
160
Wescott Financial Advisory Group
Pennsylvania
$692K +$4.29K +243 +0.6%
SIC
161
Salem Investment Counselors
North Carolina
$669K +$119K +6,720 +19%
BO
162
BRR OpCo
Ohio
$632K +$145K +8,241 +26%
Cerity Partners
163
Cerity Partners
New York
$616K +$212K +12,003 +45%
RVPG
164
Relative Value Partners Group
$607K +$672K +38,103 New
CAM
165
Cresset Asset Management
Illinois
$596K -$44.3K -2,508 -6%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$585K +$49.1K +2,781 +8%
TRCT
167
Tower Research Capital (TRC)
New York
$582K +$551K +31,245 +589%
BWM
168
Baystate Wealth Management
Massachusetts
$570K -$2.05M -116,307 -76%
NFG
169
Nations Financial Group
Iowa
$568K +$128K +7,278 +26%
BFA
170
Beaumont Financial Advisors
Massachusetts
$535K +$108K +6,123 +22%
BSW
171
Buckingham Strategic Wealth
Missouri
$521K -$38.6K -2,190 -6%
CCM
172
Chilton Capital Management
Texas
$520K +$3.33K +189 +0.6%
AP
173
Appleton Partners
Massachusetts
$517K +$17.8K +1,008 +3%
BRWA
174
B. Riley Wealth Advisors
Florida
$495K -$24K -1,359 -4%
OIA
175
OneDigital Investment Advisors
Kansas
$492K +$9.58K +543 +2%