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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
276
Smith Salley Wealth Management
North Carolina
$262K +$24.7K +792 +11%
RIA
277
Regal Investment Advisors
Michigan
$261K +$4.4K +141 +2%
JAG
278
Journey Advisory Group
Kentucky
$260K -$249K -8,000 -49%
USCWA
279
U.S. Capital Wealth Advisors
Texas
$260K -$60.4K -1,936 -19%
OWM
280
OneAscent Wealth Management
Alabama
$259K -$15.7K -502 -6%
CA
281
CoreCap Advisors
Michigan
$258K -$538K -17,244 -68%
Truist Financial
282
Truist Financial
North Carolina
$256K -$30.9K -992 -11%
SEIA
283
Signature Estate & Investment Advisors
California
$256K -$27.1K -869 -10%
CA
284
Continuum Advisory
Idaho
$255K +$21.5K +689 +9%
SHGA
285
Sand Hill Global Advisors
California
$252K +$14.1K +451 +6%
NFG
286
Nations Financial Group
Iowa
$247K -$72.6K -2,327 -23%
ECM
287
Evergreen Capital Management
Washington
$247K +$187 +6 +0.1%
ASN
288
Advisory Services Network
Georgia
$243K +$4.8K +154 +2%
UCFA
289
United Capital Financial Advisors
Texas
$243K +$240K +7,703 New
NWMG
290
National Wealth Management Group
Ohio
$242K -$12.8K -410 -5%
HIS
291
Horizon Investment Services
Indiana
$242K +$125 +4 +0.1%
VFA
292
Valeo Financial Advisors
Indiana
$241K +$218 +7 +0.1%
William Blair & Company
293
William Blair & Company
Illinois
$235K +$8.39K +269 +4%
MGIA
294
Moneta Group Investment Advisors
Missouri
$235K +$233K +7,457 New
W
295
WealthCollab
Washington
$233K +$216K +6,943 +1,585%
SFC
296
Sprinkle Financial Consultants
Colorado
$232K -$18.9K -605 -8%
BCM
297
Brookstone Capital Management
Illinois
$232K -$49.7K -1,594 -18%
CTWM
298
Cherry Tree Wealth Management
Minnesota
$231K
FFA
299
First Foundation Advisors
California
$231K +$16.8K +540 +8%
PP
300
Patten & Patten
Tennessee
$230K