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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
326
Plante Moran Financial Advisors
Michigan
$85.4K
VNA
327
Valley National Advisers
Pennsylvania
$83K -$40.1K -1,314 -32%
MMCM
328
Murphy & Mullick Capital Management
New York
$81.9K +$84.2K +2,756 New
IF
329
Integrity Financial
Wyoming
$80.1K +$82.3K +2,696 New
CIAS
330
CBIZ Investment Advisory Services
Ohio
$74K
BFPW
331
BOK Financial Private Wealth
Colorado
$72.3K +$74.4K +2,436 New
GP
332
Greenline Partners
New York
$71.6K +$73.7K +2,412 New
MCM
333
Mainstream Capital Management
California
$68.2K +$70.1K +2,296 New
GWM
334
Geneos Wealth Management
Colorado
$65K
EWA
335
Elevate Wealth Advisory
Georgia
$63.3K
SIM
336
Synergy Investment Management
Florida
$61K +$62.7K +2,054 New
LDB
337
Lee, Danner & Bass
Tennessee
$58K +$59.7K +1,954 New
UB
338
UMB Bank
Missouri
$56.4K
WWA
339
Wingate Wealth Advisors
Massachusetts
$54.3K +$55.8K +1,828 New
CJ
340
Caitlin John
Michigan
$53.6K -$55.2K -1,806 -50%
SPIA
341
Steward Partners Investment Advisory
New York
$52.2K
Bessemer Group
342
Bessemer Group
New Jersey
$52K +$43.4K +1,420 +423%
MFA
343
McClarren Financial Advisors
Pennsylvania
$52K +$54.3K +1,778 New
VWM
344
Venturi Wealth Management
Texas
$51.8K +$31 +1 +0.1%
GA
345
GoalVest Advisory
New York
$50.1K -$1.28K -42 -2%
FWP
346
FAS Wealth Partners
Kansas
$49.4K -$611 -20 -1%
TCM
347
TruNorth Capital Management
Michigan
$48K
MFA
348
Morling Financial Advisors
California
$47.5K
BBHC
349
Brown Brothers Harriman & Co
New York
$47.5K +$48.8K +1,598 New
MCM
350
MidAtlantic Capital Management
Virginia
$43.7K