We are live on ! Find out more
FNDA icon

Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$366K +$5.38K +176 +1%
AA
227
Auxano Advisors
Washington
$363K +$1.96K +64 +0.5%
LI
228
Lafayette Investments
Maryland
$361K +$61.4K +2,010 +20%
AP
229
Adero Partners
California
$360K -$764 -25 -0.2%
WPC
230
Wedmont Private Capital
Pennsylvania
$359K +$31 +1 +0%
IAA
231
Independent Advisor Alliance
North Carolina
$355K +$365K +11,955 New
MWA
232
Medallion Wealth Advisors
Connecticut
$355K +$365K +11,936 New
PA
233
Parallel Advisors
California
$353K – – –
JIC
234
Johnson Investment Counsel
Ohio
$351K +$29.2K +956 +9%
CG
235
Caprock Group
Idaho
$347K -$348K -11,404 -49%
SWM
236
SeaCrest Wealth Management
New York
$344K -$26.9K -880 -7%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$343K +$203K +6,641 +135%
USCWA
238
U.S. Capital Wealth Advisors
Texas
$342K +$56K +1,835 +19%
BCM
239
Brookstone Capital Management
Illinois
$335K -$128K -4,188 -27%
RIA
240
Regal Investment Advisors
Michigan
$334K +$92 +3 +0%
RF
241
RHS Financial
California
$333K -$53.5K -1,751 -14%
PCMC
242
Paragon Capital Management (Colorado)
Colorado
$325K – – –
SAI
243
Savvy Advisors Inc
New York
$318K +$327K +10,720 New
NCM
244
Noesis Capital Mangement
Florida
$316K – – –
NFG
245
Nations Financial Group
Iowa
$311K -$13.8K -452 -4%
HWM
246
HB Wealth Management
Georgia
$310K -$39.8K -1,304 -11%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$303K +$2.44K +80 +0.8%
Empower Advisory Group
248
Empower Advisory Group
Colorado
$303K -$54.2K -1,773 -15%
CA
249
Clearstead Advisors
Ohio
$301K – – –
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$295K +$59.5K +1,947 +24%