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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
176
Palladium Partners
Virginia
$206K +$195K +11,958 New
NEGWA
177
New England Guild Wealth Advisors
Connecticut
$204K +$193K +11,853 New
Renaissance Technologies
178
Renaissance Technologies
New York
$202K -$895K -54,900 -82%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$191K +$180K +11,070 New
SL
180
Savior LLC
Massachusetts
$188K +$9.34K +573 +6%
NFG
181
Next Financial Group
Texas
$188K +$25.2K +1,545 +16%
SIC
182
Salem Investment Counselors
North Carolina
$183K +$64.5K +3,957 +59%
SFSIG
183
San Francisco Sentry Investment Group
California
$179K
LC
184
Lindbrook Capital
California
$167K
BAM
185
Bellevue Asset Management
Washington
$158K -$2.4K -147 -2%
EVM
186
Eaton Vance Management
Massachusetts
$144K +$136K +8,328 New
GWM
187
Geneos Wealth Management
Colorado
$143K
VBCG
188
Valley Brook Capital Group
Pennsylvania
$129K +$125K +7,674 New
FFA
189
Freedman Financial Associates
Massachusetts
$123K
SPIA
190
Steward Partners Investment Advisory
New York
$110K +$5.92K +363 +6%
FRA
191
Front Row Advisors
California
$99K
TAM
192
Townsend Asset Management
North Carolina
$95K +$342 +21 +0.4%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$77K
MAM
194
McCarthy Asset Management
California
$77K +$244 +15 +0.3%
BWA
195
BDO Wealth Advisors
Florida
$73K
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$72K +$2K +123 +3%
BWM
197
Baystate Wealth Management
Massachusetts
$68K
HFA
198
Hoover Financial Advisors
Pennsylvania
$60K
HIA
199
Harbor Investment Advisory
Maryland
$52K
CIAS
200
Capital Investment Advisory Services
North Carolina
$52K +$49.3K +3,027 New