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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
176
Whitener Capital Management
North Carolina
$2.38M -$39.3K -1,707 -2%
WIP
177
WealthCare Investment Partners
Rhode Island
$2.34M +$1.01M +43,893 +80%
WF
178
Warner Financial
Maryland
$2.29M +$317K +13,770 +17%
SAI
179
Savvy Advisors Inc
New York
$2.24M +$141K +6,141 +7%
CAM
180
Cresset Asset Management
Illinois
$2.23M -$663K -28,818 -24%
PA
181
PFG Advisors
Arizona
$2.23M +$157K +6,825 +8%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$2.2M +$116K +5,061 +6%
FNC
183
First National Corp
Massachusetts
$2.2M +$2.69K +117 +0.1%
EWM
184
Empirical Wealth Management
Washington
$2.18M +$35.6K +1,548 +2%
VFA
185
Valeo Financial Advisors
Indiana
$2.11M -$107K -4,641 -5%
PCMN
186
Paradigm Capital Management (Nevada)
Nevada
$2.06M +$1.98M +85,989 New
KPP
187
Kings Path Partners
Texas
$2.05M -$37.3K -1,623 -2%
JBA
188
Johnson Bixby & Associates
Washington
$2.04M -$467K -20,283 -19%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$1.98M +$1.54M +67,149 +418%
IC
190
IEQ Capital
California
$1.92M -$18.2K -792 -1%
NA
191
NewEdge Advisors
Louisiana
$1.89M +$8.56K +372 +0.5%
QCG
192
Quadrant Capital Group
Ohio
$1.88M +$89.7K +3,900 +5%
PWM
193
Perigon Wealth Management
California
$1.81M +$545K +23,676 +46%
AWS
194
Atria Wealth Solutions
New York
$1.74M +$649K +28,209 +63%
YWM
195
Yoder Wealth Management
California
$1.72M -$4.83K -210 -0.3%
SA
196
SpiderRock Advisors
Delaware
$1.67M
IWM
197
IHT Wealth Management
Illinois
$1.65M -$12.9K -561 -0.8%
LIA
198
LBMC Investment Advisors
Tennessee
$1.64M +$138 +6 +0%
IWC
199
Integrated Wealth Concepts
Massachusetts
$1.64M +$196K +8,502 +14%
SWM
200
Spire Wealth Management
Virginia
$1.62M -$31.4K -1,365 -2%