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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
SOL Capital Management
Maryland
$484K
NFG
177
Nations Financial Group
Iowa
$482K +$523K +28,392 New
EW
178
Evoke Wealth
California
$469K
TFS
179
Thoroughbred Financial Services
Tennessee
$469K +$210K +11,394 +70%
BFA
180
Beaumont Financial Advisors
Massachusetts
$467K +$506K +27,495 New
SFS
181
Solitude Financial Services
Virginia
$464K +$503K +27,336 New
CAG
182
Curtis Advisory Group
California
$450K +$489K +26,544 New
CP
183
Camelot Portfolios
Ohio
$449K -$60.4K -3,282 -11%
CAN
184
Claraphi Advisory Network
United States
$447K -$18.3M -994,644 -97%
AOWM
185
Alpha Omega Wealth Management
Virginia
$444K +$140K +7,611 +41%
Cerity Partners
186
Cerity Partners
New York
$437K +$244K +13,230 +99%
LNWWM
187
Laird Norton Wetherby Wealth Management
California
$436K
SCA
188
Snowden Capital Advisors
New York
$415K -$43K -2,334 -9%
IC
189
IEQ Capital
California
$407K +$1.49K +81 +0.3%
SWIG
190
Strategic Wealth Investment Group
Kentucky
$404K +$438K +23,802 New
CPA
191
Cardiff Park Advisors
California
$403K -$44.4K -2,412 -9%
CFO
192
Collective Family Office
Pennsylvania
$403K +$21.8K +1,185 +5%
CWC
193
Carolinas Wealth Consulting
North Carolina
$402K -$7.29K -396 -2%
PWM
194
Perigon Wealth Management
California
$400K -$88.6K -4,815 -17%
AP
195
Adero Partners
California
$398K -$2.1K -114 -0.5%
JIC
196
Johnson Investment Counsel
Ohio
$397K +$4.31K +234 +1%
DACG
197
Donor Advised Charitable Giving
California
$396K +$2.38K +129 +0.6%
WFA
198
Wellspring Financial Advisors
Ohio
$396K +$2.43K +132 +0.6%
Lido Advisors
199
Lido Advisors
California
$394K +$41.4K +2,250 +11%
AAS
200
Ameritas Advisory Services
Nebraska
$383K -$4.86K -264 -1%