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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
201
Clear Point Advisors
New York
$1.33M +$56.3K +2,649 +5%
AWS
202
Atria Wealth Solutions
New York
$1.33M +$514K +24,174 +69%
SPC
203
Sigma Planning Corp
Michigan
$1.3M +$764K +35,931 +163%
AWM
204
Angeles Wealth Management
California
$1.3M
AA
205
Addison Advisors
Vermont
$1.29M -$25.9K -1,218 -2%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$1.29M +$43.2K +2,034 +4%
JCIA
207
Jackson Creek Investment Advisors
Colorado
$1.26M -$14.3K -672 -1%
NFG
208
Nations Financial Group
Iowa
$1.25M +$50.3K +2,364 +4%
FSWA
209
Financial Synergies Wealth Advisors
Texas
$1.2M +$35K +1,644 +3%
GAM
210
Gotham Asset Management
New York
$1.19M +$1.13M +52,923 New
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$1.19M -$91.9K -4,323 -7%
PWA
212
Pillar Wealth Advisors
Pennsylvania
$1.17M +$2.17K +102 +0.2%
WFA
213
Wade Financial Advisory
California
$1.17M -$31.6K -1,485 -3%
OIA
214
OneDigital Investment Advisors
Kansas
$1.15M +$69.5K +3,270 +7%
IW
215
Imprint Wealth
South Carolina
$1.14M +$1.08M +50,982 New
KIA
216
KCM Investment Advisors
California
$1.13M
MSFS
217
Main Street Financial Solutions
Pennsylvania
$1.07M +$1.02M +47,838 New
Northern Trust
218
Northern Trust
Illinois
$1.07M +$592K +27,831 +140%
AP
219
Appleton Partners
Massachusetts
$1.04M +$373K +17,559 +61%
HI
220
Harbour Investments
Wisconsin
$1.03M +$393K +18,492 +68%
MCM
221
MidAtlantic Capital Management
Virginia
$1.01M +$53.9K +2,535 +6%
S
222
SignatureFD
Georgia
$1M +$344K +16,170 +57%
CPIG
223
Chicago Partners Investment Group
Illinois
$984K +$384K +18,057 +66%
AC
224
Avestar Capital
New York
$978K -$1.25M -58,692 -57%
Vanguard Group
225
Vanguard Group
Pennsylvania
$967K +$14.2K +666 +2%