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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
176
JP Morgan Private Wealth Advisors
California
$472K -$151K -8,562 -22%
SSC
177
Syverson Strege & Co
Iowa
$459K +$371 +21 +0.1%
SCM
178
SOL Capital Management
Maryland
$454K – – –
AOWM
179
Alpha Omega Wealth Management
Virginia
$448K +$35.5K +2,010 +8%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$444K -$62.4K -3,534 -12%
EW
181
Evoke Wealth
California
$440K – – –
FCH
182
Freestone Capital Holdings
Washington
$422K +$467K +26,481 New
Lido Advisors
183
Lido Advisors
California
$417K +$52.9K +3,000 +13%
CBFP
184
Cedar Brook Financial Partners
Ohio
$415K +$93.3K +5,289 +25%
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$409K – – –
CAG
186
Curtis Advisory Group
California
$406K -$18.4K -1,044 -4%
TFS
187
Thoroughbred Financial Services
Tennessee
$388K -$57.9K -3,282 -12%
JIC
188
Johnson Investment Counsel
Ohio
$385K +$13.4K +759 +3%
IC
189
IEQ Capital
California
$383K +$1.43K +81 +0.3%
CPA
190
Cardiff Park Advisors
California
$380K +$2.12K +120 +0.5%
CWC
191
Carolinas Wealth Consulting
North Carolina
$377K +$212 +12 +0.1%
DACG
192
Donor Advised Charitable Giving
California
$374K +$2.33K +132 +0.6%
WFA
193
Wellspring Financial Advisors
Ohio
$374K +$2.33K +132 +0.6%
PWM
194
Perigon Wealth Management
California
$372K -$3.55K -201 -0.9%
SCA
195
Snowden Capital Advisors
New York
$370K -$21.5K -1,221 -5%
ASN
196
Advisory Services Network
Georgia
$360K +$152K +8,619 +62%
EAM
197
Evanson Asset Management
California
$358K – – –
AAS
198
Ameritas Advisory Services
Nebraska
$354K -$5.56K -315 -1%
AP
199
Adero Partners
California
$350K -$55.9K -3,165 -13%
PA
200
Parallel Advisors
California
$349K +$16.5K +933 +4%