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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
$1.04M -$83.8K -4,335 -7%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$1.04M +$30K +1,551 +3%
SWA
178
Strata Wealth Advisors
Texas
$1.03M +$1.07M +55,362 New
EH
179
Equitable Holdings
New York
$1.03M +$1.07M +55,158 New
FTS
180
Fifth Third Securities
Ohio
$999K +$624K +32,262 +152%
FSWA
181
Financial Synergies Wealth Advisors
Texas
$998K +$18.5K +957 +2%
WFA
182
Wade Financial Advisory
California
$997K
CPRC
183
Consolidated Portfolio Review Corp
New York
$988K +$681K +35,190 +198%
PWA
184
Pillar Wealth Advisors
Pennsylvania
$966K +$2.21K +114 +0.2%
IWC
185
Integrated Wealth Concepts
Massachusetts
$930K +$31.5K +1,629 +3%
CWM
186
Cedar Wealth Management
California
$904K +$393K +20,319 +72%
KIA
187
KCM Investment Advisors
California
$903K -$85.8K -4,437 -8%
NFG
188
Nations Financial Group
Iowa
$884K +$276K +14,256 +43%
PCMC
189
Private Capital Management (Colorado)
Colorado
$871K +$817K +42,228 +951%
SOS
190
Silver Oak Securities
Tennessee
$851K +$882K +45,603 New
JMPWA
191
JP Morgan Private Wealth Advisors
California
$842K +$25K +1,293 +3%
ICG
192
InterOcean Capital Group
Tennessee
$791K +$354K +18,300 +76%
PWM
193
Perigon Wealth Management
California
$790K -$336K -17,397 -29%
IAN
194
Integrated Advisors Network
Texas
$782K -$14.8K -765 -2%
BRWA
195
B. Riley Wealth Advisors
Florida
$762K +$28.5K +1,473 +4%
WF
196
Warner Financial
Maryland
$754K +$64.3K +3,324 +9%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$750K -$65.6K -3,390 -8%
RVPG
198
Relative Value Partners Group
$730K +$1.8K +93 +0.2%
IC
199
IEQ Capital
California
$721K -$217K -11,202 -22%
CCM
200
Chilton Capital Management
Texas
$721K +$56.8K +2,934 +8%