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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
251
Directional Asset Management
Illinois
$449K +$1.07K +30 +0.3%
GRP
252
Global Retirement Partners
California
$443K +$415K +11,629 New
AF
253
Allworth Financial
California
$442K +$31.4K +881 +8%
Financial Engines Advisors
254
Financial Engines Advisors
California
$440K +$154K +4,317 +60%
CP
255
Creekside Partners
California
$432K -$10.8K -303 -3%
Brown Advisory
256
Brown Advisory
Maryland
$428K +$166K +4,642 +70%
CAM
257
Cozad Asset Management
Illinois
$427K -$15.6K -438 -4%
Bank of New York Mellon
258
Bank of New York Mellon
New York
$427K +$400K +11,218 New
ASN
259
Advisory Services Network
Georgia
$424K -$740K -20,759 -65%
KIA
260
KCM Investment Advisors
California
$413K +$6.85K +192 +2%
NCM
261
Noesis Capital Mangement
Florida
$413K -$17.3K -484 -4%
TPI
262
Trust Point Inc
Wisconsin
$409K +$31.2K +875 +9%
AA
263
Addison Advisors
Vermont
$408K -$2.78M -77,906 -88%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$405K +$163K +4,562 +75%
TCIIS
265
TIAA-CREF Individual & Institutional Services
New York
$401K +$375K +10,523 New
HIP
266
HUB Investment Partners
Texas
$399K +$22.1K +621 +6%
PAW
267
Plan A Wealth
Nebraska
$394K +$9.13K +256 +3%
IAA
268
Independent Advisor Alliance
North Carolina
$385K -$48.7K -1,365 -12%
SWA
269
Sax Wealth Advisors
New Jersey
$379K -$250 -7 -0.1%
EI
270
Ethic Inc
New York
$378K +$354K +9,922 New
UCFA
271
United Capital Financial Advisors
Texas
$377K +$60.3K +1,691 +21%
MGIA
272
Moneta Group Investment Advisors
Missouri
$375K +$82.4K +2,310 +31%
CA
273
CoreCap Advisors
Michigan
$373K -$160K -4,485 -31%
CCG
274
Coastwise Capital Group
California
$372K +$892 +25 +0.3%
SWASL
275
Spartan Wealth Advisory Services LLC
Michigan
$367K +$1.93K +54 +0.6%