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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Bellevue Asset Management
Washington
$104K -$63.1K -3,489 -38%
AC
202
Arjuna Capital
North Carolina
$102K +$101K +5,586 New
TAM
203
Townsend Asset Management
North Carolina
$101K +$380 +21 +0.4%
CP
204
Castleview Partners
Texas
$98K +$97.7K +5,400 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$87K +$35.6K +1,968 +70%
MAM
206
McCarthy Asset Management
California
$82K +$380 +21 +0.5%
MA
207
MCF Advisors
Kentucky
$82K +$64.3K +3,558 +384%
EVM
208
Eaton Vance Management
Massachusetts
$79K -$72.8K -4,026 -48%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$79K +$1.84K +102 +2%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$77K
ASN
211
Advisory Services Network
Georgia
$73K +$71.9K +3,978 New
BWM
212
Baystate Wealth Management
Massachusetts
$72K
WWM
213
Wolff Wiese Magana
California
$68K +$67K +3,705 New
HFA
214
Hoover Financial Advisors
Pennsylvania
$66K +$5.42K +300 +9%
ADL
215
Asset Dedication LLC
California
$65K +$29.6K +1,638 +87%
RDWM
216
Red Door Wealth Management
Tennessee
$65K +$64.6K +3,570 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$65K +$64.6K +3,573 New
VCM
218
Vigilant Capital Management
Maine
$65K +$64.9K +3,591 New
BWA
219
BDO Wealth Advisors
Florida
$61K -$16.3K -900 -21%
HIA
220
Harbor Investment Advisory
Maryland
$61K +$6.51K +360 +12%
ME
221
McIlrath & Eck
Washington
$53K
SFPG
222
Stonebridge Financial Planning Group
Florida
$53K
APA
223
American Portfolios Advisors
New York
$51K +$7.21K +399 +17%
JFA
224
JNBA Financial Advisors
Minnesota
$49K
WPA
225
West Paces Advisors
Georgia
$48.5K +$48.1K +2,661 New