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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
276
Osterweis Capital Management
California
$109K
JHCP
277
Jackson Hole Capital Partners
Oklahoma
$104K
CAL
278
Capital Analysts LLC
Pennsylvania
$103K +$98.6K +3,574 +2,054%
CSWG
279
Cardinal Strategic Wealth Guidance
Kentucky
$97.6K +$98K +3,554 New
FRA
280
Front Row Advisors
California
$95.9K
BAM
281
Bellevue Asset Management
Washington
$94.8K +$18.8K +680 +25%
AT
282
Arlington Trust
Alabama
$80.5K
PMFA
283
Plante Moran Financial Advisors
Michigan
$78.9K -$5.18K -188 -6%
CIAS
284
CBIZ Investment Advisory Services
Ohio
$68.6K +$68.7K +2,490 New
GWM
285
Geneos Wealth Management
Colorado
$60.1K
EWA
286
Elevate Wealth Advisory
Georgia
$58.8K
SPIA
287
Steward Partners Investment Advisory
New York
$58.7K
FGAM
288
Financial Gravity Asset Management
Texas
$54.8K
FCA
289
FinTrust Capital Advisors
South Carolina
$52.4K
UB
290
UMB Bank
Missouri
$52.2K -$59.6K -2,160 -53%
CJ
291
Caitlin John
Michigan
$49.6K
MFA
292
McClarren Financial Advisors
Pennsylvania
$48K -$38.7K -1,404 -93%
VWM
293
Venturi Wealth Management
Texas
$47.9K +$48.1K +1,744 New
GA
294
GoalVest Advisory
New York
$47.5K -$5.35K -194 -10%
FWP
295
FAS Wealth Partners
Kansas
$46.7K
CCM
296
Chilton Capital Management
Texas
$45.7K -$3.92K -142 -8%
SWM
297
Spire Wealth Management
Virginia
$44.9K -$1.54K -56 -3%
CA
298
Continuum Advisory
Idaho
$43.1K +$2.32K +84 +6%
CFD
299
Creative Financial Designs
Indiana
$38.8K -$165 -6 -0.4%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$38.2K +$2.37K +86 +7%