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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
REMPR
176
Roof Eidam Maycock Peralta (REMP)
California
$751K -$101K -5,712 -12%
AAS
177
Avantax Advisory Services
Texas
$715K +$397K +22,413 +127%
RVPG
178
Relative Value Partners Group
$709K +$30.2K +1,704 +4%
DWM
179
Darwin Wealth Management
Florida
$659K -$7.48M -422,508 -92%
LPAM
180
Lodestar Private Asset Management
California
$655K +$651K +36,777 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$638K +$178K +10,053 +39%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$630K -$24.6K -1,389 -4%
BMM
183
Berkshire Money Management
Massachusetts
$628K -$609K -34,401 -49%
BSW
184
Buckingham Strategic Wealth
Missouri
$600K +$16.3K +921 +3%
TAM
185
Townsend Asset Management
North Carolina
$600K +$478K +27,030 +408%
CCM
186
Chilton Capital Management
Texas
$586K +$4.51K +255 +0.8%
AP
187
Appleton Partners
Massachusetts
$586K +$6.9K +390 +1%
TRCT
188
Tower Research Capital (TRC)
New York
$563K -$86.8K -4,905 -13%
IWC
189
Integrated Wealth Concepts
Massachusetts
$558K +$252K +14,235 +83%
OPS
190
Orion Portfolio Solutions
Nebraska
$553K +$309K +17,469 +129%
SCM
191
SOL Capital Management
Maryland
$543K +$34.8K +1,965 +7%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$538K +$497K +28,113 +42%
IC
193
IEQ Capital
California
$538K +$109K +6,135 +26%
OIA
194
OneDigital Investment Advisors
Kansas
$536K -$15K -846 -3%
CAM
195
Cresset Asset Management
Illinois
$512K
CWM
196
Cedar Wealth Management
California
$505K -$855K -48,348 -63%
WG
197
Welch Group
Alabama
$504K +$501K +28,302 New
EW
198
Evoke Wealth
California
$493K
CAG
199
Curtis Advisory Group
California
$481K +$26.9K +1,518 +6%
EAM
200
Evanson Asset Management
California
$471K +$69.5K +3,930 +17%