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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
301
Pure Financial Advisors
California
$212K +$207K +6,818 New
FFA
302
First Foundation Advisors
California
$212K +$206K +6,791 New
OP
303
ORG Partners
Indiana
$211K -$5.92K -195 -3%
BAM
304
Bellevue Asset Management
Washington
$211K +$577 +19 +0.3%
AWM
305
Abound Wealth Management
Tennessee
$207K -$54.8K -1,804 -21%
IIA
306
Integral Investment Advisors
California
$205K +$200K +6,592 New
CAI
307
Capital Advisors Inc
Oklahoma
$200K +$195K +6,427 New
RFP
308
Root Financial Partners
California
$197K +$192K +6,338 New
AF
309
Advisornet Financial
Minnesota
$187K +$7.02K +231 +4%
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K -$547 -18 -0.3%
US Bancorp
311
US Bancorp
Minnesota
$179K -$12.2K -403 -7%
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$178K -$12.5K -410 -7%
MA
313
MCF Advisors
Kentucky
$178K +$12.2K +403 +8%
NA
314
NewEdge Advisors
Louisiana
$173K
DFA
315
DHJJ Financial Advisors
Illinois
$169K -$1.03K -34 -0.6%
Wells Fargo
316
Wells Fargo
California
$168K -$142K -4,664 -46%
WANY
317
Wealthspire Advisors (New York)
New York
$154K +$150K +4,950 New
S
318
SignatureFD
Georgia
$150K +$1.52K +50 +1%
RTL
319
Red Tortoise LLC
Georgia
$149K +$334 +11 +0.2%
ACA
320
Aptus Capital Advisors
Alabama
$148K +$2K +66 +1%
ST
321
Smithfield Trust
Pennsylvania
$148K
TCM
322
TD Capital Management
Tennessee
$147K +$425 +14 +0.3%
KPP
323
Kings Path Partners
Texas
$143K -$30 -1 -0%
KFA
324
Kelleher Financial Advisors
New York
$135K +$131K +4,324 New
NWM
325
Navigoe Wealth Management
California
$134K +$131K +4,316 New