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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
SeaCrest Wealth Management
New York
$353K +$1.12K +36 +0.3%
SAI
252
Savvy Advisors Inc
New York
$344K -$75.5K -2,423 -18%
GT
253
Glenmede Trust
Pennsylvania
$344K +$340K +10,904 New
MPW
254
Magnolia Private Wealth
Pennsylvania
$337K -$3.9K -125 -1%
KIA
255
KCM Investment Advisors
California
$336K – – –
KAS
256
Kestra Advisory Services
Texas
$335K +$11.3K +362 +4%
E
257
EntreWealth
Texas
$333K -$6.89K -221 -2%
CA
258
Clune & Associates
Illinois
$327K +$1.09K +35 +0.3%
IAA
259
Independent Advisor Alliance
North Carolina
$326K – – –
CA
260
Clearstead Advisors
Ohio
$321K -$873 -28 -0.3%
AF
261
Allworth Financial
California
$320K +$57.4K +1,842 +22%
HIP
262
HUB Investment Partners
Texas
$313K +$28.2K +904 +10%
TPI
263
Trust Point Inc
Wisconsin
$311K – – –
CCG
264
Coastwise Capital Group
California
$306K +$1.4K +45 +0.5%
PAW
265
Plan A Wealth
Nebraska
$305K +$302K +9,694 New
WT
266
Whittier Trust
California
$289K +$1.28K +41 +0.5%
SF
267
Symphony Financial
Texas
$289K – – –
PCMK
268
Paragon Capital Management (Kansas)
Kansas
$285K +$1.28K +41 +0.5%
PCMC
269
Paragon Capital Management (Colorado)
Colorado
$284K – – –
EFG
270
Ehrlich Financial Group
California
$283K – – –
CAL
271
Capital Analysts LLC
Pennsylvania
$282K +$11.1K +356 +4%
Fisher Asset Management
272
Fisher Asset Management
Washington
$279K +$40.3K +1,292 +17%
MT
273
Midwest Trust
Kansas
$277K – – –
HR
274
Howe & Rusling
New York
$277K -$29.3K -940 -10%
FCH
275
Freestone Capital Holdings
Washington
$273K -$22.5K -721 -8%