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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
PFG Advisors
Arizona
$1.93M -$54.4K -2,469 -3%
WF
177
Warner Financial
Maryland
$1.83M +$267K +12,108 +17%
IC
178
IEQ Capital
California
$1.81M +$1.01M +46,023 +132%
VNA
179
Valley National Advisers
Pennsylvania
$1.8M -$51.5K -2,334 -3%
NA
180
NewEdge Advisors
Louisiana
$1.75M +$145K +6,561 +9%
FHA
181
Flagship Harbor Advisors
Massachusetts
$1.68M -$65.6K -2,976 -4%
QCG
182
Quadrant Capital Group
Ohio
$1.66M +$101K +4,590 +7%
SPWM
183
Schrum Private Wealth Management
Florida
$1.62M – – –
ASN
184
Advisory Services Network
Georgia
$1.62M +$63K +2,859 +4%
YWM
185
Yoder Wealth Management
California
$1.61M -$18.7K -846 -1%
WEG
186
World Equity Group
Illinois
$1.57M -$1.22M -55,224 -44%
SA
187
SpiderRock Advisors
Delaware
$1.56M -$794 -36 -0.1%
IWM
188
IHT Wealth Management
Illinois
$1.55M +$115K +5,217 +8%
SWM
189
Spire Wealth Management
Virginia
$1.55M +$3.7K +168 +0.2%
GVAG
190
Great Valley Advisor Group
Delaware
$1.54M +$19K +861 +1%
EWA
191
EP Wealth Advisors
California
$1.53M +$689K +31,254 +84%
LIA
192
LBMC Investment Advisors
Tennessee
$1.53M – – –
HG
193
Harbor Group
New Hampshire
$1.5M -$22.5K -1,020 -1%
MAM
194
Madison Asset Management
Wisconsin
$1.46M – – –
WA
195
Waverly Advisors
Alabama
$1.45M +$1.43M +65,046 New
AWM
196
Angeles Wealth Management
California
$1.39M +$99.1K +4,494 +8%
SPC
197
Sigma Planning Corp
Michigan
$1.38M +$84.5K +3,834 +7%
AIA
198
Arcadia Investment Advisors
Idaho
$1.36M -$94.6K -4,290 -7%
APC
199
Asset Planning Corporation
Tennessee
$1.36M -$264K -11,961 -16%
BFM
200
Boston Financial Management
Massachusetts
$1.35M -$1.65K -75 -0.1%
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