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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
176
Wade Financial Advisory
California
$1.03M -$44.3K -2,400 -4%
KIA
177
KCM Investment Advisors
California
$1.01M -$76.1K -4,119 -7%
FSWA
178
Financial Synergies Wealth Advisors
Texas
$1.01M -$499 -27 -0.1%
PWA
179
Pillar Wealth Advisors
Pennsylvania
$992K +$2.05K +111 +0.2%
IC
180
IEQ Capital
California
$957K +$362K +19,581 +65%
LWM
181
Laidlaw Wealth Management
New York
$950K +$3.38K +183 +0.4%
SIC
182
Salem Investment Counselors
North Carolina
$933K -$31.3K -1,695 -3%
IWC
183
Integrated Wealth Concepts
Massachusetts
$926K -$63.7K -3,450 -7%
JMPWA
184
JP Morgan Private Wealth Advisors
California
$841K -$75.1K -4,062 -8%
TF
185
Theory Financial
Colorado
$832K +$6.71K +363 +0.8%
IAN
186
Integrated Advisors Network
Texas
$819K -$70.1K -3,795 -8%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$803K +$60.8K +3,291 +9%
GM
188
GeoWealth Management
Illinois
$767K +$739K +39,975 New
BRWA
189
B. Riley Wealth Advisors
Florida
$755K -$22.7K -1,227 -3%
RVPG
190
Relative Value Partners Group
$749K -$38.6K -2,088 -5%
JP Morgan Chase
191
JP Morgan Chase
New York
$740K +$563K +30,489 +377%
SSWM
192
Sheets Smith Wealth Management
North Carolina
$739K +$50K +2,706 +8%
BWM
193
Birchcreek Wealth Management
Ohio
$715K -$131K -7,074 -16%
WF
194
Warner Financial
Maryland
$712K +$246K +13,296 +56%
CWA
195
Consilium Wealth Advisory
Texas
$696K -$3.54M -191,808 -84%
AAS
196
Avantax Advisory Services
Texas
$690K -$102K -5,499 -13%
CCM
197
Chilton Capital Management
Texas
$685K -$24.6K -1,329 -4%
AP
198
Appleton Partners
Massachusetts
$660K -$46.6K -2,523 -7%
TAM
199
Townsend Asset Management
North Carolina
$648K +$499 +27 +0.1%
NFG
200
Nations Financial Group
Iowa
$636K +$612K +33,120 New