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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
276
Facet Wealth Inc
Maryland
$298K +$308K +9,204 New
SF
277
Symphony Financial
Texas
$298K +$569 +17 +0.2%
PCMC
278
Paragon Capital Management (Colorado)
Colorado
$292K
EFG
279
Ehrlich Financial Group
California
$291K
WT
280
Whittier Trust
California
$291K +$569 +17 +0.2%
PIMG
281
Patriot Investment Management Group
Tennessee
$278K
AWM
282
Abound Wealth Management
Tennessee
$272K +$56K +1,672 +25%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$272K +$4.58K +137 +2%
UCFA
284
United Capital Financial Advisors
Texas
$267K +$17.3K +516 +7%
RIA
285
Regal Investment Advisors
Michigan
$266K -$2.64K -79 -1%
CA
286
Continuum Advisory
Idaho
$263K +$536 +16 +0.2%
SSWM
287
Smith Salley Wealth Management
North Carolina
$260K -$9.24K -276 -3%
CTFG
288
Capstone Triton Financial Group
Oklahoma
$260K +$272K +8,124 New
SWM
289
SeaCrest Wealth Management
New York
$256K -$97.6K -2,915 -27%
FCH
290
Freestone Capital Holdings
Washington
$256K -$25.7K -767 -9%
Vanguard National Trust
291
Vanguard National Trust
Pennsylvania
$256K +$264K +7,889 New
ECM
292
Evergreen Capital Management
Washington
$254K +$67 +2 +0%
HIS
293
Horizon Investment Services
Indiana
$249K +$33 +1 +0%
FIA
294
Foundations Investment Advisors
Arizona
$247K -$4.97M -148,363 -95%
SHGA
295
Sand Hill Global Advisors
California
$245K -$15.1K -451 -6%
OWM
296
OneAscent Wealth Management
Alabama
$245K -$22.3K -666 -8%
CAI
297
Capital Advisors Inc
Oklahoma
$244K +$252K +7,536 New
MGIA
298
Moneta Group Investment Advisors
Missouri
$244K +$2.61K +78 +1%
NWMG
299
National Wealth Management Group
Ohio
$242K -$6.89K -206 -3%
William Blair & Company
300
William Blair & Company
Illinois
$242K -$67 -2 -0%