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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
326
Arlington Trust
Alabama
$80.3K
PMFA
327
Plante Moran Financial Advisors
Michigan
$78.7K
MMCM
328
Murphy & Mullick Capital Management
New York
$75.5K
VNA
329
Valley National Advisers
Pennsylvania
$75K -$936 -32 -1%
IF
330
Integrity Financial
Wyoming
$73.8K
CA
331
Continuum Advisory
Idaho
$72.3K +$50.7K +1,732 +191%
FW
332
Fairway Wealth
Ohio
$72.2K +$77.1K +2,636 New
CIAS
333
CBIZ Investment Advisory Services
Ohio
$68.2K
BFPW
334
BOK Financial Private Wealth
Colorado
$66.7K
GP
335
Greenline Partners
New York
$66.1K +$66.7K +2,280 +95%
SIC
336
Salem Investment Counselors
North Carolina
$60.8K +$46.4K +1,586 +251%
EWA
337
Elevate Wealth Advisory
Georgia
$58.4K
SIM
338
Synergy Investment Management
Florida
$56.3K
DJSG
339
D.J. St. Germain
Massachusetts
$55.2K +$58.9K +2,014 New
UB
340
UMB Bank
Missouri
$52K
SPIA
341
Steward Partners Investment Advisory
New York
$48.9K +$761 +26 +1%
Bessemer Group
342
Bessemer Group
New Jersey
$46K -$1.55K -53 -3%
TCM
343
TruNorth Capital Management
Michigan
$44.3K
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$43.8K +$8.6K +294 +23%
BBHC
345
Brown Brothers Harriman & Co
New York
$42.6K -$1.29K -44 -3%
FWP
346
FAS Wealth Partners
Kansas
$41.3K -$4.48K -153 -9%
SSB
347
Sandy Spring Bank
Maryland
$39.7K +$7.9K +270 +23%
QCG
348
Quadrant Capital Group
Ohio
$39.4K
BCMLT
349
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.1K
GA
350
GoalVest Advisory
New York
$37.1K -$9.8K -335 -20%