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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$4.67M +$2.6M +97,222 +131%
GRP
177
Global Retirement Partners
California
$4.65M +$332K +12,423 +8%
SWM
178
Shakespeare Wealth Management
Wisconsin
$4.63M -$59.4K -2,220 -1%
BCA
179
Bay Colony Advisors
Massachusetts
$4.6M +$134K +5,001 +3%
NG
180
Novem Group
New York
$4.6M +$1.13M +42,073 +33%
YAIA
181
Yanni & Associates Investment Advisors
Pennsylvania
$4.57M +$4.5M +168,080 New
FWM
182
Foguth Wealth Management
Michigan
$4.5M +$4.39M +163,983 New
IC
183
IEQ Capital
California
$4.43M +$3.02K +113 +0.1%
TFS
184
Thoroughbred Financial Services
Tennessee
$4.4M -$253K -9,463 -6%
FFO
185
Fortitude Family Office
Arizona
$4.3M -$156K -5,825 -4%
BW
186
Bravera Wealth
North Dakota
$4.3M +$4.23M +158,004 New
Lido Advisors
187
Lido Advisors
California
$4.28M +$214K +7,986 +5%
CAM
188
Cidel Asset Management
Ontario, Canada
$4.22M -$701K -26,196 -14%
SFA
189
Sequoia Financial Advisors
Ohio
$4.18M +$115K +4,282 +3%
EH
190
Equitable Holdings
New York
$4.08M -$515K -19,245 -11%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$4.06M +$853K +31,885 +27%
CA
192
Capital Advantage
California
$4.06M +$1.3M +48,529 +48%
TWP
193
Tempus Wealth Planning
California
$4.05M +$162K +6,056 +4%
JP Morgan Chase
194
JP Morgan Chase
New York
$4M +$215K +8,021 +6%
FFWA
195
FRG Family Wealth Advisors
Washington
$3.87M -$138K -5,143 -3%
FC
196
FCA Corp
Texas
$3.86M +$34.5K +1,288 +0.9%
CPA
197
Cathy Pareto & Associates
Florida
$3.84M +$264K +9,855 +8%
CWA
198
Clearview Wealth Advisors
Oregon
$3.74M +$4.55K +170 +0.1%
BFA
199
Blueprint Financial Advisors
North Carolina
$3.56M -$1.7M -63,624 -33%
BIP
200
Blueprint Investment Partners
North Carolina
$3.56M -$1.7M -63,624 -33%