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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cozad Asset Management
Illinois
$369K +$44.3K +1,451 +13%
PFS
227
Prospera Financial Services
Texas
$366K +$5.38K +176 +1%
AA
228
Auxano Advisors
Washington
$363K +$1.96K +64 +0.5%
LI
229
Lafayette Investments
Maryland
$361K +$61.4K +2,010 +20%
AP
230
Adero Partners
California
$360K -$764 -25 -0.2%
WPC
231
Wedmont Private Capital
Pennsylvania
$359K +$31 +1 +0%
IAA
232
Independent Advisor Alliance
North Carolina
$355K +$365K +11,955 New
MWA
233
Medallion Wealth Advisors
Connecticut
$355K +$365K +11,936 New
PA
234
Parallel Advisors
California
$353K
JIC
235
Johnson Investment Counsel
Ohio
$351K +$29.2K +956 +9%
CG
236
Caprock Group
Idaho
$347K -$348K -11,404 -49%
SWM
237
SeaCrest Wealth Management
New York
$344K -$26.9K -880 -7%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$343K +$203K +6,641 +135%
USCWA
239
U.S. Capital Wealth Advisors
Texas
$342K +$56K +1,835 +19%
BCM
240
Brookstone Capital Management
Illinois
$335K -$128K -4,188 -27%
RIA
241
Regal Investment Advisors
Michigan
$334K +$92 +3 +0%
RF
242
RHS Financial
California
$333K -$53.5K -1,751 -14%
PCMC
243
Paragon Capital Management (Colorado)
Colorado
$325K
SAI
244
Savvy Advisors Inc
New York
$318K +$327K +10,720 New
NCM
245
Noesis Capital Mangement
Florida
$316K
NFG
246
Nations Financial Group
Iowa
$311K -$13.8K -452 -4%
HWM
247
HB Wealth Management
Georgia
$310K -$39.8K -1,304 -11%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$303K +$2.44K +80 +0.8%
Empower Advisory Group
249
Empower Advisory Group
Colorado
$303K -$54.2K -1,773 -15%
CA
250
Clearstead Advisors
Ohio
$301K