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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
Riverchase Wealth Management
Texas
$412K -$6.32K -208 -2%
MCM
227
Mengis Capital Management
Oregon
$393K +$91 +3 +0%
CAM
228
Cozad Asset Management
Illinois
$387K
HIM
229
Harbour Investment Management
Washington
$386K
AA
230
Auxano Advisors
Washington
$384K +$1.31K +43 +0.3%
LI
231
Lafayette Investments
Maryland
$384K -$8.35K -275 -2%
CP
232
Creekside Partners
California
$379K -$45.6K -1,500 -11%
AG
233
AlTi Global
New York
$377K -$65.4K -2,152 -15%
PFS
234
Prospera Financial Services
Texas
$376K -$7.23K -238 -2%
CG
235
Caprock Group
Idaho
$375K +$365K +12,020 New
AP
236
Appleton Partners
Massachusetts
$373K
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$364K +$16.1K +530 +5%
BlackRock
238
BlackRock
New York
$359K +$192K +6,312 +121%
EWA
239
EverSource Wealth Advisors
Alabama
$345K
GIM
240
Glenmede Investment Management
Pennsylvania
$340K -$668 -22 -0.2%
MPW
241
Magnolia Private Wealth
Pennsylvania
$337K -$45.1K -1,486 -12%
SWM
242
SeaCrest Wealth Management
New York
$337K -$699 -23 -0.2%
NCM
243
Noesis Capital Mangement
Florida
$336K -$9.45K -311 -3%
KIA
244
KCM Investment Advisors
California
$332K
CA
245
Clune & Associates
Illinois
$322K +$67.2K +2,212 +27%
IAA
246
Independent Advisor Alliance
North Carolina
$322K
KAS
247
Kestra Advisory Services
Texas
$320K -$76.9K -2,532 -20%
CA
248
Clearstead Advisors
Ohio
$319K +$850 +28 +0.3%
USCWA
249
U.S. Capital Wealth Advisors
Texas
$318K +$1.03K +34 +0.3%
NFG
250
Nations Financial Group
Iowa
$317K -$5.1K -168 -2%