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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
201
Stillwater Wealth Management Group
Florida
$4.37M +$1.64M +57,882 +58%
RBWA
202
RFG - Bristol Wealth Advisors
Massachusetts
$4.37M +$845K +29,812 +23%
CAM
203
Cidel Asset Management
Ontario, Canada
$4.32M
Lido Advisors
204
Lido Advisors
California
$4.31M -$202K -7,139 -4%
Wells Fargo
205
Wells Fargo
California
$4.26M +$680K +23,991 +19%
FFWA
206
FRG Family Wealth Advisors
Washington
$4.23M +$271K +9,556 +7%
TWP
207
Tempus Wealth Planning
California
$4.21M +$65K +2,292 +2%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$4.18M +$4.25M +150,000 New
EH
209
Equitable Holdings
New York
$4.1M +$24.4K +862 +0.6%
SHFC
210
Safe Harbor Family Capital
North Carolina
$4.05M +$544K +19,200 +15%
CPA
211
Cathy Pareto & Associates
Florida
$4.03M +$103K +3,629 +3%
BlackRock
212
BlackRock
New York
$3.9M +$980K +34,587 +33%
FC
213
FCA Corp
Texas
$3.84M -$116K -4,079 -3%
CA
214
Cambridge Advisors
Nebraska
$3.66M +$34.8K +1,228 +0.9%
NCM
215
Next Capital Management
New York
$3.57M +$220K +7,771 +6%
IA
216
IFP Advisors
Florida
$3.55M +$186K +6,550 +5%
KNFPWM
217
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.54M +$3.3M +116,338 +1,073%
LPAM
218
Lodestar Private Asset Management
California
$3.48M -$9.86K -348 -0.3%
WWM
219
Western Wealth Management
Colorado
$3.39M +$2.18M +77,067 +173%
VA
220
Valmark Advisers
Ohio
$3.38M +$455K +16,067 +15%
WF
221
Warner Financial
Maryland
$3.35M +$55.2K +1,947 +2%
FWM
222
Foguth Wealth Management
Michigan
$3.34M -$1.59M -56,119 -34%
Citadel Advisors
223
Citadel Advisors
Florida
$3.33M +$3.39M +119,620 New
MWM
224
Meridian Wealth Management
Kentucky
$3.33M +$198 +7 +0%
CIC
225
Carnegie Investment Counsel
Ohio
$3.26M +$1.49M +52,721 +82%