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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Cresset Asset Management
Illinois
$2.73M -$728 -33 -0%
TWP
152
Tempus Wealth Planning
California
$2.69M +$40.1K +1,821 +2%
GRP
153
Global Retirement Partners
California
$2.66M +$567K +25,704 +28%
PAS
154
Park Avenue Securities
New York
$2.55M +$513K +23,247 +26%
CWA
155
Clearview Wealth Advisors
Oregon
$2.51M +$2.48M +112,488 New
LPAM
156
Lodestar Private Asset Management
California
$2.51M +$110K +4,980 +5%
AWM
157
AE Wealth Management
Kansas
$2.48M +$409K +18,537 +20%
APW
158
Austin Private Wealth
Texas
$2.45M -$5.49K -249 -0.2%
JBA
159
Johnson Bixby & Associates
Washington
$2.36M +$64.1K +2,907 +3%
CL
160
COWA LLC
Oklahoma
$2.36M -$600K -27,201 -20%
WANY
161
Wealthspire Advisors (New York)
New York
$2.32M -$8.13K -369 -0.4%
WCM
162
Whitener Capital Management
North Carolina
$2.26M +$29K +1,314 +1%
Truist Financial
163
Truist Financial
North Carolina
$2.21M +$98.1K +4,449 +5%
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
$2.2M +$2.18M +98,682 New
SC
165
Savant Capital
Illinois
$2.18M +$121K +5,505 +6%
MSFS
166
Main Street Financial Solutions
Pennsylvania
$2.14M +$1.06M +48,171 +101%
PFS
167
Prospera Financial Services
Texas
$2.09M +$81.2K +3,684 +4%
VFA
168
Valeo Financial Advisors
Indiana
$2.07M +$66 +3 +0%
SFA
169
Sequoia Financial Advisors
Ohio
$2.05M +$19.8K +897 +1%
FNC
170
First National Corp
Massachusetts
$2.05M +$48.8K +2,214 +2%
EWM
171
Empirical Wealth Management
Washington
$2M -$58.3K -2,643 -3%
SAI
172
Savvy Advisors Inc
New York
$1.96M +$426K +19,317 +28%
EH
173
Equitable Holdings
New York
$1.95M +$463K +20,982 +32%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$1.95M -$107K -4,869 -5%
KPP
175
Kings Path Partners
Texas
$1.95M +$1.93M +87,357 New