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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
176
Cathy Pareto & Associates
Florida
$3.2M -$50.2K -2,158 -2%
CA
177
Cambridge Advisors
Nebraska
$3.2M +$21.1K +907 +0.7%
CWA
178
Clearview Wealth Advisors
Oregon
$3.19M +$38.1K +1,637 +1%
SFA
179
Sequoia Financial Advisors
Ohio
$3.19M -$51.4K -2,208 -2%
SAI
180
Savvy Advisors Inc
New York
$3.05M +$265K +11,394 +10%
LPAM
181
Lodestar Private Asset Management
California
$3.04M +$241K +10,353 +9%
RBWA
182
RFG - Bristol Wealth Advisors
Massachusetts
$2.99M +$152K +6,531 +6%
MWM
183
Meridian Wealth Management
Kentucky
$2.98M -$52.2K -2,243 -2%
BCI
184
Brinker Capital Investments
Pennsylvania
$2.91M +$660K +28,379 +31%
SC
185
Savant Capital
Illinois
$2.89M +$181K +7,795 +7%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$2.84M -$27.3K -1,173 -1%
PFS
187
Prospera Financial Services
Texas
$2.8M +$239K +10,291 +10%
WF
188
Warner Financial
Maryland
$2.78M -$68.2K -2,930 -3%
NG
189
Novem Group
New York
$2.77M +$147K +6,330 +6%
WA
190
Wealthstar Advisors
Texas
$2.69M +$52.7K +2,267 +2%
PWM
191
Perigon Wealth Management
California
$2.66M +$5.93K +255 +0.2%
WIP
192
WealthCare Investment Partners
Rhode Island
$2.65M -$539K -23,185 -18%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$2.65M -$78.3K -3,367 -3%
EWM
194
Empirical Wealth Management
Washington
$2.64M +$135K +5,799 +6%
BC
195
Bulwark Capital
Florida
$2.64M +$2.5M +107,465 New
AQR Capital Management
196
AQR Capital Management
Connecticut
$2.56M +$1.7M +73,043 +233%
WCM
197
Whitener Capital Management
North Carolina
$2.5M +$37.9K +1,630 +2%
STFP
198
Signal Tree Financial Partners
Ohio
$2.41M +$2.28M +98,187 New
AA
199
Aufman Associates
Pennsylvania
$2.39M +$32.7K +1,404 +1%
SPC
200
Sigma Planning Corp
Michigan
$2.35M -$28.2K -1,210 -1%