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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$202K
GRP
252
Global Retirement Partners
California
$201K +$55 +2 +0%
PAS
253
Park Avenue Securities
New York
$201K -$14.8K -544 -7%
BFG
254
Bleakley Financial Group
New Jersey
$201K +$192K +7,048 New
SW
255
Simplicity Wealth
New Jersey
$201K +$192K +7,048 New
RTL
256
Red Tortoise LLC
Georgia
$190K -$45.2K -1,656 -20%
HR
257
Howe & Rusling
New York
$176K +$9.71K +356 +6%
Wells Fargo
258
Wells Fargo
California
$163K -$34.8K -1,276 -18%
William Blair & Company
259
William Blair & Company
Illinois
$161K -$17.9K -656 -10%
MA
260
MCF Advisors
Kentucky
$157K
US Bancorp
261
US Bancorp
Minnesota
$143K
ST
262
Smithfield Trust
Pennsylvania
$135K
AF
263
Allworth Financial
California
$134K +$11.1K +408 +10%
TCM
264
TD Capital Management
Tennessee
$132K +$327 +12 +0.3%
AWM
265
Abound Wealth Management
Tennessee
$125K
VNA
266
Valley National Advisers
Pennsylvania
$123K -$818 -30 -0.7%
UB
267
UMB Bank
Missouri
$116K +$58.9K +2,160 +114%
DFA
268
DHJJ Financial Advisors
Illinois
$115K -$8.67K -318 -7%
JHCP
269
Jackson Hole Capital Partners
Oklahoma
$108K -$28.8K -1,058 -22%
FRA
270
Front Row Advisors
California
$99.2K
RG
271
Retirement Group
California
$90.7K
AWM
272
Avior Wealth Management
Nebraska
$89.8K +$85.9K +3,150 New
PMFA
273
Plante Moran Financial Advisors
Michigan
$87.3K -$23.1K -846 -22%
AT
274
Arlington Trust
Alabama
$83.5K
BAM
275
Bellevue Asset Management
Washington
$79.1K +$61.7K +2,262 +444%