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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$840K +$273K +14,859 +48%
BCI
177
Brinker Capital Investments
Pennsylvania
$840K +$842K +45,909 New
Goldman Sachs
178
Goldman Sachs
New York
$833K -$145K -7,926 -15%
BWM
179
Birchcreek Wealth Management
Ohio
$812K -$105K -5,700 -11%
TF
180
Theory Financial
Colorado
$787K +$5.72K +312 +0.7%
AAS
181
Avantax Advisory Services
Texas
$759K +$24.4K +1,332 +3%
RVPG
182
Relative Value Partners Group
$753K +$23.9K +1,302 +3%
AWA
183
Arete Wealth Advisors
Illinois
$749K +$104K +5,655 +16%
BRWA
184
B. Riley Wealth Advisors
Florida
$743K -$45.6K -2,487 -6%
SWM
185
Southern Wealth Management
Texas
$738K -$41.6K -2,265 -5%
CW
186
Connectus Wealth
Ohio
$714K -$14.3M -780,336 -95%
ASN
187
Advisory Services Network
Georgia
$711K +$263K +14,310 +58%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$705K +$51.1K +2,784 +8%
CAM
189
Cresset Asset Management
Illinois
$685K – – –
CCM
190
Chilton Capital Management
Texas
$678K +$75.7K +4,128 +13%
AP
191
Appleton Partners
Massachusetts
$676K +$74.4K +4,053 +12%
SSWM
192
Sheets Smith Wealth Management
North Carolina
$655K +$8.42K +459 +1%
Lido Advisors
193
Lido Advisors
California
$639K +$159K +8,664 +33%
TAM
194
Townsend Asset Management
North Carolina
$618K +$1.71K +93 +0.3%
BSW
195
Buckingham Strategic Wealth
Missouri
$600K – – –
LNWWM
196
Laird Norton Wetherby Wealth Management
California
$586K +$116K +6,321 +25%
TFS
197
Thoroughbred Financial Services
Tennessee
$585K +$125K +6,801 +27%
ICG
198
InterOcean Capital Group
Tennessee
$561K +$232K +12,618 +70%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$558K +$92.1K +5,022 +20%
OIA
200
OneDigital Investment Advisors
Kansas
$556K +$5.45K +297 +1%