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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
251
Smithfield Trust
Pennsylvania
$130K +$118K +4,738 New
TCM
252
TD Capital Management
Tennessee
$128K +$51.4K +2,072 +81%
AWM
253
Abound Wealth Management
Tennessee
$122K +$102K +4,128 +1,518%
DFA
254
DHJJ Financial Advisors
Illinois
$121K -$1.94K -78 -2%
VNA
255
Valley National Advisers
Pennsylvania
$120K -$19.2K -774 -15%
AF
256
Allworth Financial
California
$119K
SIS
257
Sound Income Strategies
Florida
$108K +$89.5K +3,610 +1,165%
PMFA
258
Plante Moran Financial Advisors
Michigan
$108K +$25.6K +1,034 +36%
FRA
259
Front Row Advisors
California
$96.3K
AC
260
AlphaCore Capital
California
$96.3K
RG
261
Retirement Group
California
$88K
BTI
262
Blue Trust Inc
Georgia
$86K +$88.2K +3,556 New
AT
263
Arlington Trust
Alabama
$81.1K +$72.7K +2,930 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$81K -$6.84K -276 -9%
FWM
265
FSA Wealth Management
Massachusetts
$68K +$61.1K +2,464 New
NCM
266
Northwest Capital Management
Oregon
$61.7K
SSB
267
Sandy Spring Bank
Maryland
$60.7K
EWA
268
Elevate Wealth Advisory
Georgia
$59K +$52.9K +2,132 New
ACA
269
Aptus Capital Advisors
Alabama
$54.9K
GA
270
GoalVest Advisory
New York
$53.2K +$47.7K +1,924 New
FCA
271
FinTrust Capital Advisors
South Carolina
$52.9K -$13.7K -554 -22%
UB
272
UMB Bank
Missouri
$52.6K
CCM
273
Chilton Capital Management
Texas
$50K
CJ
274
Caitlin John
Michigan
$50K +$44.8K +1,806 New
GJIA
275
Glass Jacobson Investment Advisors
Maryland
$49.4K -$59.9K -2,414 -58%