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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
176
Warner Financial
Maryland
$2.73M +$472K +19,454 +20%
WIP
177
WealthCare Investment Partners
Rhode Island
$2.7M +$377K +15,541 +16%
LPAM
178
Lodestar Private Asset Management
California
$2.67M -$22.2K -915 -0.8%
SAI
179
Savvy Advisors Inc
New York
$2.63M +$420K +17,326 +18%
WWA
180
Wingate Wealth Advisors
Massachusetts
$2.63M +$2.69M +110,943 New
SC
181
Savant Capital
Illinois
$2.57M +$155K +6,408 +6%
WANY
182
Wealthspire Advisors (New York)
New York
$2.53M +$3.23K +133 +0.1%
PFS
183
Prospera Financial Services
Texas
$2.46M +$37.6K +1,549 +2%
APW
184
Austin Private Wealth
Texas
$2.43M -$10.7K -440 -0.4%
RBWA
185
RFG - Bristol Wealth Advisors
Massachusetts
$2.38M +$2.43M +100,370 New
SNWA
186
Siligmueller & Norvid Wealth Advisors
Illinois
$2.36M +$2.41M +99,471 New
WCM
187
Whitener Capital Management
North Carolina
$2.32M -$37K -1,525 -2%
BWM
188
BCS Wealth Management
Tennessee
$2.32M +$2.37M +97,938 New
EWM
189
Empirical Wealth Management
Washington
$2.31M +$150K +6,194 +7%
AF
190
Allworth Financial
California
$2.3M +$2.01M +82,787 +763%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$2.26M +$75.2K +3,100 +3%
CPA
192
Cathy Pareto & Associates
Florida
$2.25M +$2.31M +95,222 New
PWM
193
Perigon Wealth Management
California
$2.25M +$423K +17,455 +23%
PCMN
194
Paradigm Capital Management (Nevada)
Nevada
$2.24M +$211K +8,691 +10%
RWM
195
Riverchase Wealth Management
Texas
$2.24M +$2.29M +94,631 New
WA
196
Wealthstar Advisors
Texas
$2.23M +$2.28M +94,233 New
FNC
197
First National Corp
Massachusetts
$2.18M +$7.71K +318 +0.3%
RWRC
198
R.W. Roge & Company
New York
$2.13M -$2.18M -89,785 -50%
VFA
199
Valeo Financial Advisors
Indiana
$2.11M +$22.5K +926 +1%
CCAM
200
Cascades Capital Asset Management
North Carolina
$2.07M +$604K +24,908 +40%