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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%
EW
180
Evoke Wealth
California
$440K
FCH
181
Freestone Capital Holdings
Washington
$422K +$467K +26,481 New
Lido Advisors
182
Lido Advisors
California
$417K +$52.9K +3,000 +13%
CBFP
183
Cedar Brook Financial Partners
Ohio
$415K +$93.3K +5,289 +25%
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$409K
CAG
185
Curtis Advisory Group
California
$406K -$18.4K -1,044 -4%
TFS
186
Thoroughbred Financial Services
Tennessee
$388K -$57.9K -3,282 -12%
JIC
187
Johnson Investment Counsel
Ohio
$385K +$13.4K +759 +3%
IC
188
IEQ Capital
California
$383K +$1.43K +81 +0.3%
CPA
189
Cardiff Park Advisors
California
$380K +$2.12K +120 +0.5%
CWC
190
Carolinas Wealth Consulting
North Carolina
$377K +$212 +12 +0.1%
DACG
191
Donor Advised Charitable Giving
California
$374K +$2.33K +132 +0.6%
WFA
192
Wellspring Financial Advisors
Ohio
$374K +$2.33K +132 +0.6%
PWM
193
Perigon Wealth Management
California
$372K -$3.55K -201 -0.9%
SCA
194
Snowden Capital Advisors
New York
$370K -$21.5K -1,221 -5%
ASN
195
Advisory Services Network
Georgia
$360K +$152K +8,619 +62%
EAM
196
Evanson Asset Management
California
$358K
AAS
197
Ameritas Advisory Services
Nebraska
$354K -$5.56K -315 -1%
AP
198
Adero Partners
California
$350K -$55.9K -3,165 -13%
PA
199
Parallel Advisors
California
$349K +$16.5K +933 +4%
GM
200
GeoWealth Management
Illinois
$331K +$128K +7,233 +53%