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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
151
True North Advisors
Texas
$2.31M -$137K -7,116 -6%
MIA
152
Milestone Investment Advisors
Wisconsin
$2.29M +$61.6K +3,204 +3%
APW
153
Austin Private Wealth
Texas
$2.27M -$6.69K -348 -0.3%
LPAM
154
Lodestar Private Asset Management
California
$2.22M +$700K +36,378 +51%
GC
155
Gratus Capital
Georgia
$2.18M -$563K -29,250 -22%
AC
156
Avestar Capital
New York
$2.11M +$1.97M +102,225 New
WCM
157
Whitener Capital Management
North Carolina
$2.06M -$13.5K -702 -0.7%
PFS
158
Prospera Financial Services
Texas
$1.98M +$129K +6,693 +7%
SC
159
Savant Capital
Illinois
$1.98M +$453K +23,562 +33%
SFA
160
Sequoia Financial Advisors
Ohio
$1.96M +$402K +20,898 +28%
VFA
161
Valeo Financial Advisors
Indiana
$1.92M -$94.2K -4,896 -5%
ACS
162
Archford Capital Strategies
Illinois
$1.86M +$1.73M +90,096 New
FNC
163
First National Corp
Massachusetts
$1.85M -$26.3K -1,365 -2%
PA
164
PFG Advisors
Arizona
$1.85M +$10.2K +528 +0.6%
EWM
165
Empirical Wealth Management
Washington
$1.81M -$94.3K -4,905 -5%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$1.8M +$608K +31,623 +57%
VNA
167
Valley National Advisers
Pennsylvania
$1.76M -$50.7K -2,634 -3%
CAM
168
Cresset Asset Management
Illinois
$1.64M +$32K +1,662 +2%
EH
169
Equitable Holdings
New York
$1.63M +$454K +23,619 +43%
BWM
170
BCS Wealth Management
Tennessee
$1.62M +$32.8K +1,707 +2%
APC
171
Asset Planning Corporation
Tennessee
$1.6M -$9.52K -495 -0.6%
FFWM
172
Future Financial Wealth Management
Ohio
$1.55M +$3.69K +192 +0.3%
YWM
173
Yoder Wealth Management
California
$1.51M -$16.4K -855 -1%
SPWM
174
Schrum Private Wealth Management
Florida
$1.5M +$462 +24 +0%
JP Morgan Chase
175
JP Morgan Chase
New York
$1.47M +$1.2M +62,157 +682%