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Schwab Fundamental US Large Company Index ETF
FNDX

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Allworth Financial
California
$5.14M +$193K +6,820 +4%
PC
177
Payne Capital
Oregon
$5.05M -$1.72M -60,863 -25%
IC
178
IEQ Capital
California
$5.03M +$503K +17,742 +11%
MSFS
179
Main Street Financial Solutions
Pennsylvania
$5.01M +$864K +30,474 +20%
SHF
180
Stage Harbor Financial
Massachusetts
$5M -$15.2K -538 -0.3%
CA
181
Capital Advantage
California
$5M +$858K +30,261 +20%
SC
182
Savant Capital
Illinois
$4.94M -$1.01M -35,678 -17%
QCM
183
QRG Capital Management
Illinois
$4.9M -$256K -9,027 -5%
WMWM
184
Wilkins Miller Wealth Management
Alabama
$4.87M -$131K -4,618 -3%
DSA
185
Droms Strauss Advisors
Missouri
$4.85M -$400K -14,132 -8%
NA
186
NewEdge Advisors
Louisiana
$4.83M +$2.42M +85,371 +97%
YAIA
187
Yanni & Associates Investment Advisors
Pennsylvania
$4.78M +$104K +3,671 +2%
FFN
188
Focus Financial Network
Minnesota
$4.76M -$23K -812 -0.5%
BCA
189
Bay Colony Advisors
Massachusetts
$4.71M +$5.3K +187 +0.1%
BWS
190
BFI Wealth Solutions
Texas
$4.67M -$2.07M -72,920 -30%
SWM
191
Shakespeare Wealth Management
Wisconsin
$4.66M -$81.4K -2,872 -2%
BFA
192
Blueprint Financial Advisors
North Carolina
$4.65M +$1.02M +35,866 +27%
BIP
193
Blueprint Investment Partners
North Carolina
$4.65M +$1.02M +35,866 +27%
ASN
194
Advisory Services Network
Georgia
$4.55M +$1.94M +68,343 +72%
MPW
195
Magnolia Private Wealth
Pennsylvania
$4.5M -$548K -19,333 -11%
TFS
196
Thoroughbred Financial Services
Tennessee
$4.45M -$54.9K -1,939 -1%
BPA
197
Beacon Pointe Advisors
California
$4.44M +$1.2M +42,422 +36%
SFA
198
Sequoia Financial Advisors
Ohio
$4.43M +$155K +5,476 +4%
FFO
199
Fortitude Family Office
Arizona
$4.4M -$3.66K -129 -0.1%
P
200
&Partners
Tennessee
$4.4M +$1.22M +43,032 +37%
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