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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Strategic Wealth Partners
Ohio
$260K +$266K +14,475 New
MG
177
Mather Group
Illinois
$255K – – –
PPA
178
Parametric Portfolio Associates
Washington
$250K -$1.49K -81 -0.6%
PCMK
179
Paragon Capital Management (Kansas)
Kansas
$247K -$9.14K -498 -4%
JLBC
180
J.L. Bainbridge & Co
Florida
$246K -$11K -600 -4%
CA
181
CapWealth Advisors
Tennessee
$246K – – –
MSA
182
Marino Stram & Associates
Massachusetts
$244K +$249K +13,545 New
Luther King Capital Management (LKCM)
183
Luther King Capital Management (LKCM)
Texas
$243K – – –
RC
184
Randolph Company
Ohio
$243K – – –
S
185
SimplyRich
California
$243K +$249K +13,560 New
ACA
186
Ackerman Capital Advisors
Texas
$240K – – –
TYCC
187
Texas Yale Capital Corp
Florida
$237K – – –
CA
188
Calton & Associates
Florida
$236K – – –
LGWM
189
Litman Gregory Wealth Management
California
$236K +$228K +12,420 +1,725%
PAS
190
Park Avenue Securities
New York
$235K +$240K +13,095 New
DFA
191
DHJJ Financial Advisors
Illinois
$232K -$1.05K -57 -0.4%
SIM
192
Studio Investment Management
Illinois
$226K +$231K +12,582 New
DY
193
Dowling & Yahnke
California
$222K – – –
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$220K – – –
PA
195
Pinnacle Associates
New York
$219K +$2.75K +150 +1%
SW
196
SteelPeak Wealth
California
$218K +$223K +12,144 New
AA
197
Aufman Associates
Pennsylvania
$217K – – –
ASN
198
Advisory Services Network
Georgia
$217K +$148K +8,061 +203%
NEGWA
199
New England Guild Wealth Advisors
Connecticut
$214K +$661 +36 +0.3%
SFG
200
SNS Financial Group
Minnesota
$205K -$9.69K -528 -4%