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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
201
Lido Advisors
California
$468K
CBFP
202
Cedar Brook Financial Partners
Ohio
$464K +$159 +9 +0%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$457K
LCM
204
Liberty Capital Management
Michigan
$455K +$452K +25,548 New
FPAS
205
Focus Partners Advisor Solutions
Missouri
$453K +$450K +25,440 New
JIC
206
Johnson Investment Counsel
Ohio
$451K +$20.1K +1,137 +5%
FCA
207
FinTrust Capital Advisors
South Carolina
$449K +$260K +14,685 +139%
TFS
208
Thoroughbred Financial Services
Tennessee
$448K +$14.3K +807 +3%
ASN
209
Advisory Services Network
Georgia
$437K +$34K +1,923 +9%
AOWM
210
Alpha Omega Wealth Management
Virginia
$437K -$64.7K -3,654 -13%
CPA
211
Cardiff Park Advisors
California
$427K +$2.07K +117 +0.5%
CWC
212
Carolinas Wealth Consulting
North Carolina
$422K +$265 +15 +0.1%
WFA
213
Wellspring Financial Advisors
Ohio
$421K +$2.28K +129 +0.5%
DACG
214
Donor Advised Charitable Giving
California
$420K +$2.28K +129 +0.5%
Northern Trust
215
Northern Trust
Illinois
$414K +$411K +23,220 New
HI
216
Harbour Investments
Wisconsin
$412K +$188K +10,632 +85%
AAS
217
Ameritas Advisory Services
Nebraska
$399K +$2.71K +153 +0.7%
PA
218
Parallel Advisors
California
$399K +$8.12K +459 +2%
BIG
219
Builder Investment Group
Georgia
$396K +$393K +22,239 New
Renaissance Technologies
220
Renaissance Technologies
New York
$395K -$1.26M -71,400 -76%
SIMG
221
Sonora Investment Management Group
Arizona
$390K +$388K +21,918 New
AWS
222
Atria Wealth Solutions
New York
$390K +$96.6K +5,457 +33%
SCA
223
Snowden Capital Advisors
New York
$376K -$38.4K -2,169 -9%
NDSI
224
Newman Dignan & Sheerar Inc
Rhode Island
$363K +$1.49K +84 +0.4%
CW
225
CreativeOne Wealth
Kansas
$357K +$1.8K +102 +0.5%