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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BCS Wealth Management
Tennessee
$7.52M -$5.66M -199,702 -43%
IIM
152
IFC & Insurance Marketing
California
$7.37M +$7.5M +264,710 New
RTL
153
Red Tortoise LLC
Georgia
$7.08M -$52.9K -1,868 -0.7%
IA
154
Integrity Alliance
Iowa
$7.01M -$540K -19,069 -7%
CL
155
COWA LLC
Oklahoma
$6.64M +$233K +8,205 +4%
BAWC
156
Boyce & Associates Wealth Consulting
Texas
$6.58M +$190K +6,689 +3%
FWP
157
Flatrock Wealth Partners
California
$6.57M -$8.7K -307 -0.1%
JAG
158
Journey Advisory Group
Kentucky
$6.46M -$744K -26,250 -10%
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.4M -$190K -6,693 -3%
EWA
160
EQ Wealth Advisors
Texas
$6.37M +$471K +16,636 +8%
AWA
161
Argos Wealth Advisors
California
$6.36M +$10.3K +363 +0.2%
AC
162
Avant Capital
Louisiana
$6.28M -$50.7K -1,788 -0.8%
NG
163
Novem Group
New York
$6.22M +$1.54M +54,272 +32%
AWM
164
AE Wealth Management
Kansas
$6.13M +$524K +18,508 +9%
BEAM
165
Baker Ellis Asset Management
Washington
$6.06M +$211K +7,440 +4%
CAG
166
Csenge Advisory Group
Florida
$5.97M +$3.91M +137,948 +181%
IAS
167
IMA Advisory Services
Colorado
$5.77M +$136K +4,808 +2%
KWM
168
Kingsview Wealth Management
Oregon
$5.68M +$25.2K +888 +0.4%
VP
169
Verum Partners
North Carolina
$5.66M -$468K -16,513 -8%
PFPG
170
Pinnacle Financial Partners (Georgia)
Georgia
$5.65M -$68.5K -2,417 -1%
William Blair & Company
171
William Blair & Company
Illinois
$5.51M +$751K +26,487 +15%
BW
172
Bravera Wealth
North Dakota
$5.34M +$953K +33,639 +21%
AWM
173
Aberdeen Wealth Management
Illinois
$5.34M +$2.03M +71,469 +59%
CFO
174
CVA Family Office
Colorado
$5.27M +$4.17K +147 +0.1%
EWA
175
Exencial Wealth Advisors
Oklahoma
$5.14M -$267K -9,414 -5%