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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
176
Brinker Capital Investments
Pennsylvania
$840K +$842K +45,909 New
Goldman Sachs
177
Goldman Sachs
New York
$833K -$145K -7,926 -15%
BWM
178
Birchcreek Wealth Management
Ohio
$812K -$105K -5,700 -11%
TF
179
Theory Financial
Colorado
$787K +$5.72K +312 +0.7%
AAS
180
Avantax Advisory Services
Texas
$759K +$24.4K +1,332 +3%
RVPG
181
Relative Value Partners Group
$753K +$23.9K +1,302 +3%
AWA
182
Arete Wealth Advisors
Illinois
$749K +$104K +5,655 +16%
BRWA
183
B. Riley Wealth Advisors
Florida
$743K -$45.6K -2,487 -6%
SWM
184
Southern Wealth Management
Texas
$738K -$41.6K -2,265 -5%
CW
185
Connectus Wealth
Ohio
$714K -$14.3M -780,336 -95%
ASN
186
Advisory Services Network
Georgia
$711K +$263K +14,310 +58%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$705K +$51.1K +2,784 +8%
CAM
188
Cresset Asset Management
Illinois
$685K
CCM
189
Chilton Capital Management
Texas
$678K +$75.7K +4,128 +13%
AP
190
Appleton Partners
Massachusetts
$676K +$74.4K +4,053 +12%
SSWM
191
Sheets Smith Wealth Management
North Carolina
$655K +$8.42K +459 +1%
Lido Advisors
192
Lido Advisors
California
$639K +$159K +8,664 +33%
TAM
193
Townsend Asset Management
North Carolina
$618K +$1.71K +93 +0.3%
BSW
194
Buckingham Strategic Wealth
Missouri
$600K
LNWWM
195
Laird Norton Wetherby Wealth Management
California
$586K +$116K +6,321 +25%
TFS
196
Thoroughbred Financial Services
Tennessee
$585K +$125K +6,801 +27%
ICG
197
InterOcean Capital Group
Tennessee
$561K +$232K +12,618 +70%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$558K +$92.1K +5,022 +20%
OIA
199
OneDigital Investment Advisors
Kansas
$556K +$5.45K +297 +1%
IC
200
IEQ Capital
California
$554K +$1.87K +102 +0.3%