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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
176
Shine Investment Advisory Services
Colorado
$7K -$54.9K -4,212 -87%
AAP
177
Arax Advisory Partners
Colorado
$7K +$8.4K +645 New
HFS
178
Hantz Financial Services
Michigan
$7K +$8.64K +663 New
GI
179
Gradient Investments
Minnesota
$6K
SIM
180
Sonora Investment Management
Arizona
$6K +$352 +27 +5%
BWL
181
Bogart Wealth LLC
Virginia
$6K +$7.62K +585 New
CAN
182
Claraphi Advisory Network
United States
$6K +$7.82K +600 New
Citigroup
183
Citigroup
New York
$4K -$19.5K -1,500 -81%
OPS
184
Orion Portfolio Solutions
Nebraska
$4K -$6.37K -489 -57%
BCM
185
Blume Capital Management
California
$4K
FMP
186
Financial Management Professionals
Texas
$3K +$156 +12 +5%
CAAS
187
Capital Asset Advisory Services
Michigan
$3K +$3.13K +240 New
GEA
188
Glen Eagle Advisors
New Jersey
$1.94K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$1K -$58.5K -4,491 -98%
PO
190
Private Ocean
California
$1K -$55.8K -4,284 -96%
AF
191
Allworth Financial
California
$1K
LWA
192
Lenox Wealth Advisors
New York
$1K
TWA
193
TCI Wealth Advisors
Arizona
$1K
TFGT
194
TS Financial Group (TSFG)
Illinois
$1K
BAMG
195
Brand Asset Management Group
Missouri
$1K +$117 +9 +8%
KFS
196
Kelly Financial Services
Massachusetts
$575
TWM
197
Tanglewood Wealth Management
Texas
-$25.6M -1,799,274 Closed
TYCC
198
Texas Yale Capital Corp
Florida
-$2.04M -143,700 Closed
PWS
199
Paragon Wealth Strategies
Florida
-$1.52M -106,698 Closed
Bank of New York Mellon
200
Bank of New York Mellon
New York
-$1.48M -103,707 Closed