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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$354K +$139K +4,824 +68%
HWM
227
HB Wealth Management
Georgia
$349K +$97.6K +3,396 +41%
AP
228
Appleton Partners
Massachusetts
$344K -$9.94K -346 -3%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$339K +$158K +5,494 +93%
RIA
230
Regal Investment Advisors
Michigan
$335K +$115 +4 +0%
CAM
231
Cozad Asset Management
Illinois
$327K -$920 -32 -0.3%
PCMC
232
Paragon Capital Management (Colorado)
Colorado
$326K
NFG
233
Nations Financial Group
Iowa
$325K +$42.1K +1,464 +15%
JIC
234
Johnson Investment Counsel
Ohio
$324K +$2.18K +76 +0.7%
CPP
235
Capasso Planning Partners
South Carolina
$323K +$29.9K +1,042 +11%
NCM
236
Noesis Capital Mangement
Florida
$317K +$11.8K +410 +4%
HI
237
Harbour Investments
Wisconsin
$313K +$271K +9,442 +876%
CAI
238
Capital Advisors Inc
Oklahoma
$313K +$21.8K +758 +8%
S
239
SignatureFD
Georgia
$303K +$27.9K +972 +11%
CA
240
Clearstead Advisors
Ohio
$302K -$11.7K -406 -4%
LI
241
Lafayette Investments
Maryland
$302K +$13.3K +464 +5%
FVWA
242
Foster Victor Wealth Advisors
South Carolina
$294K -$33.8K -1,176 -11%
BIG
243
Builder Investment Group
Georgia
$294K -$8.79K -306 -3%
PIMG
244
Patriot Investment Management Group
Tennessee
$289K +$3.85K +134 +1%
USCWA
245
U.S. Capital Wealth Advisors
Texas
$288K -$4.31K -150 -2%
MWM
246
MBE Wealth Management
Wisconsin
$281K +$18.2K +634 +7%
YIH
247
Y-Intercept (HK)
Hong Kong
$280K +$271K +9,412 New
SFC
248
Sprinkle Financial Consultants
Colorado
$269K +$1.61K +56 +0.6%
EFG
249
Ehrlich Financial Group
California
$268K
AFP
250
Alpha Financial Partners
Kentucky
$268K +$258K +8,982 New