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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
276
Bogart Wealth LLC
Virginia
$3.88K – – –
MRCM
277
M&R Capital Management
New Jersey
$3.83K +$612 +24 +18%
GWM
278
Geneos Wealth Management
Colorado
$2.96K – – –
SMA
279
Sage Mountain Advisors
Georgia
$2.91K – – –
MIM
280
Macroview Investment Management
Maryland
$2.86K +$3.01K +118 New
CA
281
Clearstead Advisors
Ohio
$2.76K – – –
CWP
282
Concord Wealth Partners
Virginia
$2.73K – – –
SWA
283
SOA Wealth Advisors
New York
$2.67K – – –
FCAS
284
First Command Advisory Services
Texas
$2.62K +$867 +34 +46%
GEA
285
Glen Eagle Advisors
New Jersey
$2.58K -$51 -2 -2%
MSFP
286
Mark Sheptoff Financial Planning
Connecticut
$2.52K – – –
EWP
287
Elevation Wealth Partners
California
$2.28K -$918 -36 -28%
KA
288
Kozak & Associates
Colorado
$2.28K – – –
MFT
289
Moisand Fitzgerald Tamayo
Florida
$2.13K – – –
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$2.13K +$2.24K +88 New
FMP
291
Financial Management Professionals
Texas
$2K – – –
AIM
292
Anchor Investment Management
South Carolina
$1.94K – – –
CCMI
293
Creative Capital Management Investments
California
$1.94K +$1.89K +74 +1,233%
LC
294
Lindbrook Capital
California
$1.7K – – –
GT
295
Glenmede Trust
Pennsylvania
$1.45K – – –
AssetMark Inc
296
AssetMark Inc
California
$1.36K +$1.43K +56 New
IPW
297
Impact Partnership Wealth
Georgia
$1.16K – – –
BAM
298
Byrne Asset Management
New Jersey
$1K – – –
TFA
299
Transamerica Financial Advisors
Florida
$1K – – –
AW
300
Avion Wealth
Texas
$1K +$1.43K +56 New