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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$542K -$4.78K -134 -0.9%
FFG
227
Fiduciary Financial Group
California
$541K +$143 +4 +0%
CAMG
228
CWA Asset Management Group
Florida
$540K +$3.07K +86 +0.6%
LFG
229
Larson Financial Group
Missouri
$538K -$25.9K -727 -5%
PWM
230
Perigon Wealth Management
California
$536K -$1.39K -39 -0.3%
RDWM
231
Red Door Wealth Management
Tennessee
$526K +$35.5K +995 +8%
RRA
232
Red Reef Advisors
Florida
$517K -$49K -1,373 -9%
BAWC
233
Boyce & Associates Wealth Consulting
Texas
$516K +$29K +812 +6%
PAG
234
Private Advisor Group
New Jersey
$516K -$5.64M -158,052 -92%
Tudor Investment Corp
235
Tudor Investment Corp
Connecticut
$512K +$78.7K +2,207 +20%
AV
236
Aspiring Ventures
Ohio
$504K -$37.4K -1,050 -7%
CWG
237
Cornerstone Wealth Group
North Carolina
$503K +$6.06K +170 +1%
SAI
238
Savvy Advisors Inc
New York
$501K +$77.5K +2,174 +20%
GT
239
Glenmede Trust
Pennsylvania
$496K – – –
RWM
240
Riverchase Wealth Management
Texas
$496K -$6.13K -172 -1%
WPC
241
Wedmont Private Capital
Pennsylvania
$482K -$130K -3,646 -22%
MCM
242
Mengis Capital Management
Oregon
$481K +$36 +1 +0%
AC
243
Annandale Capital
Texas
$480K – – –
BEAM
244
Baker Ellis Asset Management
Washington
$478K +$10.7K +300 +2%
CRC
245
Curi RMB Capital
Illinois
$476K -$103K -2,889 -19%
AA
246
Auxano Advisors
Washington
$474K +$1.14K +32 +0.3%
HIM
247
Harbour Investment Management
Washington
$472K – – –
LI
248
Lafayette Investments
Maryland
$467K -$2.03K -57 -0.5%
AP
249
Appleton Partners
Massachusetts
$461K +$18.2K +511 +4%
CG
250
Caprock Group
Idaho
$457K – – –