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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
First Foundation Advisors
California
$231K +$16.8K +540 +8%
PP
302
Patten & Patten
Tennessee
$230K – – –
KA
303
KLCM Advisors
Wisconsin
$227K +$225K +7,211 New
IDA
304
Intelligence Driven Advisers
California
$227K +$225K +7,210 New
MWM
305
Mission Wealth Management
California
$227K -$967 -31 -0.4%
IAN
306
Integrated Advisors Network
Texas
$225K +$156 +5 +0.1%
MFC
307
Morris Financial Concepts
South Carolina
$221K -$8.23K -264 -4%
CAM
308
Clark Asset Management
New Hampshire
$221K – – –
WN
309
Williams & Novak
California
$221K – – –
RF
310
RHS Financial
California
$219K -$811 -26 -0.4%
IWAO
311
Independence Wealth Advisors (Ohio)
Ohio
$214K +$212K +6,800 New
BAM
312
Bellevue Asset Management
Washington
$214K +$811 +26 +0.4%
OP
313
ORG Partners
Indiana
$213K – – –
AWM
314
Abound Wealth Management
Tennessee
$212K +$2.74K +88 +1%
PAS
315
Park Avenue Securities
New York
$209K -$26.1K -836 -11%
IIA
316
Integral Investment Advisors
California
$208K – – –
PA
317
Parallel Advisors
California
$203K -$216K -6,922 -52%
MWM
318
MBE Wealth Management
Wisconsin
$202K +$200K +6,420 New
BIG
319
Brooklyn Investment Group
New York
$202K -$133K -4,277 -40%
AFP
320
Arnold Financial Planning
Iowa
$200K +$198K +6,348 New
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$199K +$19K +609 +11%
US Bancorp
322
US Bancorp
Minnesota
$181K – – –
MA
323
MCF Advisors
Kentucky
$179K -$125 -4 -0.1%
LGWM
324
Litman Gregory Wealth Management
California
$179K +$177K +5,680 New
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K -$9.35K -300 -5%