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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
Gradient Investments
Minnesota
$9K – – –
SIM
202
Sonora Investment Management
Arizona
$7K +$7.09K +519 New
1NWS
203
1 North Wealth Services
Maryland
$6K – – –
BCM
204
Blume Capital Management
California
$6K – – –
SBL
205
Sargent Bickham Lagudis
Colorado
$6K +$5.57K +408 New
S
206
SignatureFD
Georgia
$5K -$192K -14,055 -98%
JWA
207
JFS Wealth Advisors
Pennsylvania
$5K – – –
GWMIA
208
Global Wealth Management Investment Advisory
Florida
$5K +$4.83K +354 New
APA
209
American Portfolios Advisors
New York
$4.52K – – –
FMP
210
Financial Management Professionals
Texas
$3K -$205 -15 -6%
CAC
211
Certified Advisory Corp
Florida
$3K +$2.95K +216 New
GEA
212
Glen Eagle Advisors
New Jersey
$2.65K – – –
BAMG
213
Brand Asset Management Group
Missouri
$2K – – –
TFGT
214
TS Financial Group (TSFG)
Illinois
$2K – – –
LFG
215
Larson Financial Group
Missouri
$2K +$2.25K +165 New
WQ
216
Wealth Quarterback
New Jersey
$1.03K +$983 +72 New
AF
217
Allworth Financial
California
$1K – – –
LWA
218
Lenox Wealth Advisors
New York
$1K – – –
TWA
219
TCI Wealth Advisors
Arizona
$1K – – –
IFWM
220
Institute for Wealth Management
Colorado
$1K +$492 +36 New
LC
221
Lindbrook Capital
California
$1K +$860 +63 New
SIS
222
Sound Income Strategies
Florida
$1K +$942 +69 New
KFS
223
Kelly Financial Services
Massachusetts
$778 – – –
CMO
224
Covenant Multifamily Offices
Texas
– -$1.96M -148,272 Closed
M&T Bank
225
M&T Bank
New York
– -$1.33M -101,220 Closed