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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
301
Balentine LLC
Georgia
$32.6K +$31.1K +1,142 New
WIC
302
Woodmont Investment Counsel
Tennessee
$31.8K +$30.4K +1,116 New
TCM
303
TruNorth Capital Management
Michigan
$31.5K +$30.2K +1,106 New
FP
304
Financial Perspectives
Minnesota
$31K
HI
305
Harbour Investments
Wisconsin
$30.7K
SSB
306
Sandy Spring Bank
Maryland
$30.1K -$31K -1,136 -52%
SIC
307
Salem Investment Counselors
North Carolina
$29.7K
BCWM
308
Bartlett & Co Wealth Management
Ohio
$27.7K
NA
309
NewEdge Advisors
Louisiana
$25.7K +$8.89K +326 +57%
LFG
310
Larson Financial Group
Missouri
$24K -$418K -15,316 -95%
HPIA
311
Hamilton Point Investment Advisors
North Carolina
$24K
PS
312
Principal Securities
Iowa
$23.2K -$5.29K -194 -19%
AIC
313
Archer Investment Corporation
Indiana
$22.9K +$15.2K +556 +224%
MJRIC
314
Mogy Joel R Investment Counsel
California
$22K +$21K +770 New
ACA
315
American Capital Advisory
Idaho
$20.8K -$327 -12 -1%
ME
316
McIlrath & Eck
Washington
$20.4K
AP
317
Aspect Partners
Virginia
$19.7K
GWSA
318
Global Wealth Strategies & Associates
Colorado
$18.4K
SIC
319
SJS Investment Consulting
Ohio
$16.6K +$15.9K +582 New
National Bank of Canada
320
National Bank of Canada
Quebec, Canada
$14.1K
GWANC
321
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.7K
PCMC
322
Private Capital Management (Colorado)
Colorado
$12.9K +$5.29K +194 +75%
W
323
WealthCollab
Washington
$12.5K
GI
324
Gradient Investments
Minnesota
$12.4K +$11.8K +434 New
ACA
325
Atlas Capital Advisors
Wyoming
$12.1K