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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
151
Colony Group
Massachusetts
$1.26M -$154K -8,409 -11%
BWM
152
BCS Wealth Management
Tennessee
$1.25M +$56K +3,051 +5%
HG
153
Harbor Group
New Hampshire
$1.24M -$24.9K -1,359 -2%
MAM
154
Madison Asset Management
Wisconsin
$1.2M -$62.2K -3,390 -5%
AA
155
Addison Advisors
Vermont
$1.17M -$125K -6,795 -10%
SC
156
Savant Capital
Illinois
$1.14M +$55 +3 +0%
FVWA
157
Foster Victor Wealth Advisors
South Carolina
$1.13M +$4.07K +222 +0.4%
BFM
158
Boston Financial Management
Massachusetts
$1.11M – – –
JCIA
159
Jackson Creek Investment Advisors
Colorado
$1.09M +$14.2K +774 +1%
AWM
160
Angeles Wealth Management
California
$1.06M – – –
LPAM
161
Lodestar Private Asset Management
California
$1.05M +$380K +20,718 +56%
KIA
162
KCM Investment Advisors
California
$1.04M +$167K +9,075 +19%
FFN
163
Focus Financial Network
Minnesota
$1.04M +$98.7K +5,382 +11%
WFA
164
Wade Financial Advisory
California
$1.02M – – –
SFS
165
Solitude Financial Services
Virginia
$1.01M +$174K +9,480 +21%
FSWA
166
Financial Synergies Wealth Advisors
Texas
$962K +$12.9K +702 +1%
MIA
167
Milestone Investment Advisors
Wisconsin
$953K +$220 +12 +0%
IWC
168
Integrated Wealth Concepts
Massachusetts
$946K +$374K +20,379 +65%
PWA
169
Pillar Wealth Advisors
Pennsylvania
$944K +$2.04K +111 +0.2%
SIC
170
Salem Investment Counselors
North Carolina
$921K -$38.6K -2,106 -4%
LWM
171
Laidlaw Wealth Management
New York
$903K +$3.3K +180 +0.4%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$877K -$26.9K -1,464 -3%
IAN
173
Integrated Advisors Network
Texas
$851K -$98.9K -5,388 -10%
PWM
174
Prosperity Wealth Management
California
$843K -$778K -42,390 -48%
OPS
175
Orion Portfolio Solutions
Nebraska
$840K +$273K +14,859 +48%
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