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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSC
176
Syverson Strege & Co
Iowa
$489K -$109K -5,919 -17%
SCM
177
SOL Capital Management
Maryland
$484K – – –
NFG
178
Nations Financial Group
Iowa
$482K +$523K +28,392 New
EW
179
Evoke Wealth
California
$469K – – –
TFS
180
Thoroughbred Financial Services
Tennessee
$469K +$210K +11,394 +70%
BFA
181
Beaumont Financial Advisors
Massachusetts
$467K +$506K +27,495 New
SFS
182
Solitude Financial Services
Virginia
$464K +$503K +27,336 New
CAG
183
Curtis Advisory Group
California
$450K +$489K +26,544 New
CP
184
Camelot Portfolios
Ohio
$449K -$60.4K -3,282 -11%
CAN
185
Claraphi Advisory Network
United States
$447K -$18.3M -994,644 -97%
AOWM
186
Alpha Omega Wealth Management
Virginia
$444K +$140K +7,611 +41%
Cerity Partners
187
Cerity Partners
New York
$437K +$244K +13,230 +99%
LNWWM
188
Laird Norton Wetherby Wealth Management
California
$436K – – –
SCA
189
Snowden Capital Advisors
New York
$415K -$43K -2,334 -9%
IC
190
IEQ Capital
California
$407K +$1.49K +81 +0.3%
SWIG
191
Strategic Wealth Investment Group
Kentucky
$404K +$438K +23,802 New
CPA
192
Cardiff Park Advisors
California
$403K -$44.4K -2,412 -9%
CFO
193
Collective Family Office
Pennsylvania
$403K +$21.8K +1,185 +5%
CWC
194
Carolinas Wealth Consulting
North Carolina
$402K -$7.29K -396 -2%
PWM
195
Perigon Wealth Management
California
$400K -$88.6K -4,815 -17%
AP
196
Adero Partners
California
$398K -$2.1K -114 -0.5%
JIC
197
Johnson Investment Counsel
Ohio
$397K +$4.31K +234 +1%
DACG
198
Donor Advised Charitable Giving
California
$396K +$2.38K +129 +0.6%
WFA
199
Wellspring Financial Advisors
Ohio
$396K +$2.43K +132 +0.6%
Lido Advisors
200
Lido Advisors
California
$394K +$41.4K +2,250 +11%