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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
201
Front Row Advisors
California
$105K – – –
BAM
202
Bellevue Asset Management
Washington
$104K -$63.1K -3,489 -38%
AC
203
Arjuna Capital
North Carolina
$102K +$101K +5,586 New
TAM
204
Townsend Asset Management
North Carolina
$101K +$380 +21 +0.4%
CP
205
Castleview Partners
Texas
$98K +$97.7K +5,400 New
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$87K +$35.6K +1,968 +70%
MAM
207
McCarthy Asset Management
California
$82K +$380 +21 +0.5%
MA
208
MCF Advisors
Kentucky
$82K +$64.3K +3,558 +384%
EVM
209
Eaton Vance Management
Massachusetts
$79K -$72.8K -4,026 -48%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$79K +$1.84K +102 +2%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
ASN
212
Advisory Services Network
Georgia
$73K +$71.9K +3,978 New
BWM
213
Baystate Wealth Management
Massachusetts
$72K – – –
WWM
214
Wolff Wiese Magana
California
$68K +$67K +3,705 New
HFA
215
Hoover Financial Advisors
Pennsylvania
$66K +$5.42K +300 +9%
ADL
216
Asset Dedication LLC
California
$65K +$29.6K +1,638 +87%
RDWM
217
Red Door Wealth Management
Tennessee
$65K +$64.6K +3,570 New
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$65K +$64.6K +3,573 New
VCM
219
Vigilant Capital Management
Maine
$65K +$64.9K +3,591 New
BWA
220
BDO Wealth Advisors
Florida
$61K -$16.3K -900 -21%
HIA
221
Harbor Investment Advisory
Maryland
$61K +$6.51K +360 +12%
ME
222
McIlrath & Eck
Washington
$53K – – –
SFPG
223
Stonebridge Financial Planning Group
Florida
$53K – – –
APA
224
American Portfolios Advisors
New York
$51K +$7.21K +399 +17%
JFA
225
JNBA Financial Advisors
Minnesota
$49K – – –