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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
201
McIlrath & Eck
Washington
$50K
BlackRock
202
BlackRock
New York
$50K +$12.1K +744 +35%
SFPG
203
Stonebridge Financial Planning Group
Florida
$50K +$46.6K +2,862 New
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$49K +$17.2K +1,053 +59%
JFA
205
JNBA Financial Advisors
Minnesota
$47K
Franklin Resources
206
Franklin Resources
California
$47K +$14.8K +909 +50%
CL
207
COWA LLC
Oklahoma
$43K +$147 +9 +0.4%
APA
208
American Portfolios Advisors
New York
$41.3K +$9.83K +603 +34%
BFC
209
Bedel Financial Consulting
Indiana
$41K
BW
210
Bison Wealth
Georgia
$41K +$31.9K +1,956 +459%
JPLA
211
Joseph P. Lucia & Associates
New York
$37K
William Blair & Company
212
William Blair & Company
Illinois
$33K -$29.5K -1,809 -48%
ADL
213
Asset Dedication LLC
California
$33K -$26.7K -1,638 -46%
CTC
214
Central Trust Company
Missouri
$29K +$27.6K +1,692 New
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$27K +$25.3K +1,554 New
GAM
216
Grandview Asset Management
Pennsylvania
$27K +$25.7K +1,575 New
JP Morgan Chase
217
JP Morgan Chase
New York
$24K +$2.79K +171 +14%
TWM
218
Tradition Wealth Management
Minnesota
$23K +$22K +1,350 New
RG
219
Retirement Group
California
$22K
PMFA
220
Plante Moran Financial Advisors
Michigan
$20K +$18.5K +1,134 New
ATC
221
Adirondack Trust Company
New York
$20K +$18.8K +1,155 New
HS
222
Horan Securities
United States
$19K
SIS
223
Sound Income Strategies
Florida
$18.6K +$17.6K +1,077 New
JCM
224
Jacobi Capital Management
Pennsylvania
$17K
RIM
225
Rockbridge Investment Management
New York
$17K