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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
201
Inscription Capital
Texas
$204K +$208K +11,337 New
CIC
202
Carnegie Investment Counsel
Ohio
$201K
AOWM
203
Alpha Omega Wealth Management
Virginia
$201K +$205K +11,163 New
LC
204
Lindbrook Capital
California
$174K
GWM
205
Geneos Wealth Management
Colorado
$147K
FFA
206
Freedman Financial Associates
Massachusetts
$128K
SPIA
207
Steward Partners Investment Advisory
New York
$118K
FRA
208
Front Row Advisors
California
$104K
BAM
209
Bellevue Asset Management
Washington
$103K
TAM
210
Townsend Asset Management
North Carolina
$100K +$441 +24 +0.4%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$94K +$16.2K +885 +20%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$88K -$89.9K -4,899 -50%
MA
213
MUFG Americas
New York
$87K +$88.7K +4,833 New
MAM
214
McCarthy Asset Management
California
$81K +$330 +18 +0.4%
VCM
215
Vigilant Capital Management
Maine
$77K +$12.4K +675 +19%
BWM
216
Baystate Wealth Management
Massachusetts
$71K
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$68K +$38.6K +2,103 +125%
WWM
218
Wolff Wiese Magana
California
$67K
ADL
219
Asset Dedication LLC
California
$64K
BWA
220
BDO Wealth Advisors
Florida
$60K
HIA
221
Harbor Investment Advisory
Maryland
$60K
JWBC
222
John W. Brooker & Co
California
$57K +$36.5K +1,989 +165%
SFPG
223
Stonebridge Financial Planning Group
Florida
$55K
SIC
224
Salem Investment Counselors
North Carolina
$54K -$189K -10,281 -77%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$54K -$10.2K -558 -16%