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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
301
KLCM Advisors
Wisconsin
$227K +$225K +7,211 New
IDA
302
Intelligence Driven Advisers
California
$227K +$225K +7,210 New
MWM
303
Mission Wealth Management
California
$227K -$967 -31 -0.4%
IAN
304
Integrated Advisors Network
Texas
$225K +$156 +5 +0.1%
MFC
305
Morris Financial Concepts
South Carolina
$221K -$8.23K -264 -4%
CAM
306
Clark Asset Management
New Hampshire
$221K
WN
307
Williams & Novak
California
$221K
RF
308
RHS Financial
California
$219K -$811 -26 -0.4%
IWAO
309
Independence Wealth Advisors (Ohio)
Ohio
$214K +$212K +6,800 New
BAM
310
Bellevue Asset Management
Washington
$214K +$811 +26 +0.4%
OP
311
ORG Partners
Indiana
$213K
AWM
312
Abound Wealth Management
Tennessee
$212K +$2.74K +88 +1%
PAS
313
Park Avenue Securities
New York
$209K -$26.1K -836 -11%
IIA
314
Integral Investment Advisors
California
$208K
PA
315
Parallel Advisors
California
$203K -$216K -6,922 -52%
MWM
316
MBE Wealth Management
Wisconsin
$202K +$200K +6,420 New
BIG
317
Brooklyn Investment Group
New York
$202K -$133K -4,277 -40%
AFP
318
Arnold Financial Planning
Iowa
$200K +$198K +6,348 New
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$199K +$19K +609 +11%
US Bancorp
320
US Bancorp
Minnesota
$181K
MA
321
MCF Advisors
Kentucky
$179K -$125 -4 -0.1%
LGWM
322
Litman Gregory Wealth Management
California
$179K +$177K +5,680 New
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K -$9.35K -300 -5%
DFA
324
DHJJ Financial Advisors
Illinois
$171K +$249 +8 +0.1%
AF
325
Advisornet Financial
Minnesota
$163K -$25.5K -818 -14%