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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
Park Avenue Securities
New York
$203K -$37.8K -1,236 -15%
FFA
302
First Foundation Advisors
California
$202K +$207K +6,791 New
HR
303
Howe & Rusling
New York
$201K +$10.6K +346 +5%
CAL
304
Capital Analysts LLC
Pennsylvania
$178K -$122 -4 -0.1%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$175K +5,740 New
AF
306
Allworth Financial
California
$171K -$30.1K -987 -15%
BAM
307
Bellevue Asset Management
Washington
$169K +$61K +1,997 +54%
MA
308
MCF Advisors
Kentucky
$164K
AWM
309
Abound Wealth Management
Tennessee
$152K +$25.5K +835 +19%
AWM
310
AE Wealth Management
Kansas
$150K +$154K +5,048 New
ST
311
Smithfield Trust
Pennsylvania
$141K
RTL
312
Red Tortoise LLC
Georgia
$140K -$61.2K -2,003 -30%
TCM
313
TD Capital Management
Tennessee
$139K +$764 +25 +0.5%
KPP
314
Kings Path Partners
Texas
$138K
NA
315
NewEdge Advisors
Louisiana
$132K -$13.3K -434 -9%
ACA
316
Aptus Capital Advisors
Alabama
$130K -$37.3K -1,222 -22%
SIS
317
Sound Income Strategies
Florida
$123K +$46.8K +1,532 +59%
DFA
318
DHJJ Financial Advisors
Illinois
$121K +$275 +9 +0.2%
OCM
319
Osterweis Capital Management
California
$118K
JHCP
320
Jackson Hole Capital Partners
Oklahoma
$112K
BlackRock
321
BlackRock
New York
$104K +$107K +3,508 New
FRA
322
Front Row Advisors
California
$103K
PS
323
Principal Securities
Iowa
$102K +$29.6K +968 +39%
WAG
324
Windsor Advisory Group
Ohio
$88.2K +$90.7K +2,970 New
AT
325
Arlington Trust
Alabama
$87K