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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
276
Wilkins Miller Wealth Management
Alabama
$243K +$250K +8,197 New
ECM
277
Exchange Capital Management
Michigan
$241K
WPW
278
Warther Private Wealth
Ohio
$240K
William Blair & Company
279
William Blair & Company
Illinois
$236K +$32.9K +1,078 +16%
MFC
280
Morris Financial Concepts
South Carolina
$233K -$1.92K -63 -0.8%
CIA
281
Capital Investment Advisors
Georgia
$232K +$17.8K +584 +8%
WFC
282
Western Financial Corp
California
$229K -$367 -12 -0.2%
FWP
283
Falcon Wealth Planning
California
$226K +$232K +7,607 New
SHGA
284
Sand Hill Global Advisors
California
$224K -$31 -1 -0%
IAN
285
Integrated Advisors Network
Texas
$222K +$122 +4 +0.1%
GRP
286
Global Retirement Partners
California
$221K -$30.4K -995 -12%
RFP
287
Root Financial Partners
California
$221K +$227K +7,425 New
IPWA
288
International Private Wealth Advisors
California
$219K +$9.44K +309 +4%
KAS
289
Kestra Advisory Services
Texas
$219K -$2.25M -73,653 -91%
CTWM
290
Cherry Tree Wealth Management
Minnesota
$218K
BWA
291
Bordeaux Wealth Advisors
California
$217K +$223K +7,304 New
OP
292
ORG Partners
Indiana
$217K +$41.7K +1,365 +23%
PP
293
Patten & Patten
Tennessee
$213K
WN
294
Williams & Novak
California
$212K
BFG
295
Bleakley Financial Group
New Jersey
$209K
MWM
296
MBE Wealth Management
Wisconsin
$209K -$73.7K -2,414 -26%
WEG
297
World Equity Group
Illinois
$208K +$214K +7,010 New
RWA
298
Redhawk Wealth Advisors
Minnesota
$208K +$702 +23 +0.3%
RRCM
299
Rappaport Reiches Capital Management
Illinois
$208K
NWMG
300
National Wealth Management Group
Ohio
$205K +$211K +6,892 New