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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
226
National Wealth Management Group
Ohio
$265K +$14.9K +546 +6%
HWM
227
HB Wealth Management
Georgia
$265K +$1.42K +52 +0.6%
CTWM
228
Cherry Tree Wealth Management
Minnesota
$265K
KAS
229
Kestra Advisory Services
Texas
$262K -$687K -25,200 -73%
PCMK
230
Paragon Capital Management (Kansas)
Kansas
$261K +$654 +24 +0.3%
SFC
231
Sprinkle Financial Consultants
Colorado
$257K +$600 +22 +0.2%
EFG
232
Ehrlich Financial Group
California
$256K
MFC
233
Morris Financial Concepts
South Carolina
$252K -$47.9K -1,758 -17%
PFS
234
Prospera Financial Services
Texas
$250K +$55 +2 +0%
LI
235
Lafayette Investments
Maryland
$248K +$5.83K +214 +3%
Empower Advisory Group
236
Empower Advisory Group
Colorado
$246K -$86.5K -3,174 -27%
ECM
237
Exchange Capital Management
Michigan
$246K
MWM
238
MBE Wealth Management
Wisconsin
$246K +$235K +8,610 New
S
239
SignatureFD
Georgia
$242K -$10.5K -386 -4%
HIP
240
HUB Investment Partners
Texas
$240K -$79.4K -2,912 -26%
CCG
241
Coastwise Capital Group
California
$237K +$226K +8,306 New
WJWM
242
Williams Jones Wealth Management
New York
$235K
IPWA
243
International Private Wealth Advisors
California
$231K -$5.24K -192 -2%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$226K +$15.5K +570 +8%
CCA
245
Cobblestone Capital Advisors
New York
$221K
IAN
246
Integrated Advisors Network
Texas
$220K -$218 -8 -0.1%
WCFA
247
Walkner Condon Financial Advisors
Wisconsin
$210K -$7.96K -292 -4%
PP
248
Patten & Patten
Tennessee
$204K +$195K +7,160 New
Lido Advisors
249
Lido Advisors
California
$204K +$195K +7,150 New
WEG
250
World Equity Group
Illinois
$202K +$193K +7,084 New