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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIA
326
Integral Investment Advisors
California
$243K -$7.13K -200 -3%
PAS
327
Park Avenue Securities
New York
$243K +$2.39K +67 +1%
AFP
328
Arnold Financial Planning
Iowa
$241K – – –
WFC
329
Western Financial Corp
California
$240K +$107 +3 +0%
PCMK
330
Paragon Capital Management (Kansas)
Kansas
$231K +$216K +6,064 New
EFG
331
Everhart Financial Group
Ohio
$231K -$36K -1,010 -14%
CA
332
Clune & Associates
Illinois
$229K -$116K -3,252 -35%
FIA
333
Foundations Investment Advisors
Arizona
$229K -$57.3K -1,606 -21%
MA
334
MCF Advisors
Kentucky
$220K – – –
AG
335
AlTi Global
New York
$213K -$23.6K -662 -11%
AUB
336
Atlantic Union Bankshares
Virginia
$211K +$159K +4,457 +407%
AWAG
337
ARS Wealth Advisors Group
Florida
$209K +$196K +5,504 New
DFA
338
DHJJ Financial Advisors
Illinois
$207K +$71 +2 +0%
Wells Fargo
339
Wells Fargo
California
$206K +$8.95K +251 +5%
BIG
340
Builder Investment Group
Georgia
$206K +$193K +5,411 New
PFA
341
Pure Financial Advisors
California
$206K +$193K +5,410 New
PFS
342
Prospera Financial Services
Texas
$205K +$192K +5,391 New
William Blair & Company
343
William Blair & Company
Illinois
$201K -$77.8K -2,181 -29%
AssetMark Inc
344
AssetMark Inc
California
$194K +$13.1K +368 +8%
ACA
345
Aptus Capital Advisors
Alabama
$192K +$30.4K +853 +20%
S
346
SignatureFD
Georgia
$188K +$6.13K +172 +4%
IA
347
IFG Advisory
Georgia
$187K +$175K +4,914 New
AF
348
Advisornet Financial
Minnesota
$187K -$15.6K -437 -8%
PMFA
349
Plante Moran Financial Advisors
Michigan
$182K +$68.4K +1,919 +67%
ST
350
Smithfield Trust
Pennsylvania
$180K – – –