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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
301
Wealthspire Advisors (New York)
New York
$288K +$28K +785 +12%
SHGA
302
Sand Hill Global Advisors
California
$288K – – –
OWM
303
OneAscent Wealth Management
Alabama
$287K – – –
NWMG
304
National Wealth Management Group
Ohio
$285K – – –
SEIA
305
Signature Estate & Investment Advisors
California
$282K +$16K +450 +6%
W
306
WealthCollab
Washington
$281K – – –
SFC
307
Sprinkle Financial Consultants
Colorado
$280K +$571 +16 +0.2%
QCG
308
Quadrant Capital Group
Ohio
$280K +$152K +4,265 +138%
CTWM
309
Cherry Tree Wealth Management
Minnesota
$279K – – –
FFA
310
First Foundation Advisors
California
$279K – – –
PP
311
Patten & Patten
Tennessee
$277K – – –
HR
312
Howe & Rusling
New York
$275K – – –
Northern Trust
313
Northern Trust
Illinois
$274K -$98.1K -2,751 -28%
AWA
314
Arkadios Wealth Advisors
Georgia
$273K -$8.7K -244 -3%
CAI
315
Capital Advisors Inc
Oklahoma
$271K -$14.5K -406 -5%
WN
316
Williams & Novak
California
$266K – – –
ZS
317
Zenith Solutions
Pennsylvania
$265K +$248K +6,957 New
IWAO
318
Independence Wealth Advisors (Ohio)
Ohio
$262K +$3.1K +87 +1%
MFC
319
Morris Financial Concepts
South Carolina
$261K -$3.71K -104 -1%
CAM
320
Clark Asset Management
New Hampshire
$259K -$7.31K -205 -3%
BAM
321
Bellevue Asset Management
Washington
$251K -$10.3K -289 -4%
KA
322
KLCM Advisors
Wisconsin
$248K -$8.45K -237 -4%
AWM
323
AE Wealth Management
Kansas
$247K +$36.6K +1,027 +19%
TSS
324
Two Sigma Securities
New York
$246K -$6.17K -173 -3%
MWM
325
MBE Wealth Management
Wisconsin
$245K -$285 -8 -0.1%