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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
$1.34M +$13.4K +606 +1%
IWC
202
Integrated Wealth Concepts
Massachusetts
$1.34M -$2.45K -111 -0.2%
HIM
203
Harbour Investment Management
Washington
$1.33M
FPAS
204
Focus Partners Advisor Solutions
Missouri
$1.31M +$35.6K +1,614 +3%
SIC
205
Salem Investment Counselors
North Carolina
$1.31M -$39K -1,770 -3%
JCIA
206
Jackson Creek Investment Advisors
Colorado
$1.3M +$51.6K +2,340 +4%
BFG
207
Berger Financial Group
Minnesota
$1.29M -$402K -18,252 -24%
KWA
208
Kingswood Wealth Advisors
California
$1.27M +$65.7K +2,982 +6%
AA
209
Addison Advisors
Vermont
$1.26M -$15.2K -690 -1%
FVWA
210
Foster Victor Wealth Advisors
South Carolina
$1.25M -$13.3K -603 -1%
WIP
211
WealthCare Investment Partners
Rhode Island
$1.23M +$337K +15,282 +39%
AAS
212
Ameritas Advisory Services
Nebraska
$1.21M +$237K +10,749 +25%
FSWA
213
Financial Synergies Wealth Advisors
Texas
$1.2M +$6.55K +297 +0.6%
PWM
214
Perigon Wealth Management
California
$1.16M +$208K +9,438 +22%
Citadel Advisors
215
Citadel Advisors
Florida
$1.15M +$280K +12,687 +33%
WFA
216
Wade Financial Advisory
California
$1.14M -$15.5K -705 -1%
KIA
217
KCM Investment Advisors
California
$1.12M
CPIG
218
Chicago Partners Investment Group
Illinois
$1.11M +$62K +2,814 +6%
P
219
&Partners
Tennessee
$1.1M +$1.09M +49,269 New
NFG
220
Nations Financial Group
Iowa
$1.08M -$160K -7,260 -13%
MCM
221
MidAtlantic Capital Management
Virginia
$1.08M +$72.6K +3,294 +7%
Vanguard Group
222
Vanguard Group
Pennsylvania
$1.03M +$67.7K +3,069 +7%
S
223
SignatureFD
Georgia
$1.03M +$28K +1,269 +3%
HI
224
Harbour Investments
Wisconsin
$1.02M
AWS
225
Atria Wealth Solutions
New York
$996K -$324K -14,685 -25%