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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
326
Signature Resources Capital Management
California
$36.7K
SSB
327
Sandy Spring Bank
Maryland
$35.1K
CSWM
328
Cassady Schiller Wealth Management
Ohio
$34.1K
EWA
329
EverSource Wealth Advisors
Alabama
$33.7K
IHWM
330
Iron Horse Wealth Management
Iowa
$32.5K
FP
331
Financial Perspectives
Minnesota
$32.4K
Citigroup
332
Citigroup
New York
$31.7K -$230 -8 -0.7%
BCWM
333
Bartlett & Co Wealth Management
Ohio
$29K
BA
334
Bristlecone Advisors
Washington
$27.1K +$26.1K +908 New
ACA
335
American Capital Advisory
Idaho
$26K +$230 +8 +0.9%
HPIA
336
Hamilton Point Investment Advisors
North Carolina
$25K
FCAS
337
First Command Advisory Services
Texas
$23.5K -$5.92K -206 -21%
ME
338
McIlrath & Eck
Washington
$21.3K
CP
339
Castleview Partners
Texas
$21.3K +$20.5K +714 New
PCMC
340
Private Capital Management (Colorado)
Colorado
$20.7K +$6.9K +240 +53%
AP
341
Aspect Partners
Virginia
$20.6K
CCM
342
Chilton Capital Management
Texas
$19.8K -$28.7K -1,000 -60%
GWSA
343
Global Wealth Strategies & Associates
Colorado
$19.2K
SIC
344
SJS Investment Consulting
Ohio
$17.3K -$3.1K -108 -16%
AssetMark Inc
345
AssetMark Inc
California
$17.3K +$3.56K +124 +27%
KSWA
346
Kathleen S. Wright Associates
Pennsylvania
$16.7K +$16.1K +560 New
W
347
WealthCollab
Washington
$13K
DPW
348
DiNuzzo Private Wealth
Pennsylvania
$12.9K
KWAG
349
Kiely Wealth Advisory Group
North Carolina
$12.3K +$11.2K +388 +100%
GWS
350
Glassman Wealth Services
Virginia
$12.2K