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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
326
Sound Income Strategies
Florida
$72.1K -$77.1K -2,844 -53%
CIAS
327
CBIZ Investment Advisory Services
Ohio
$71.3K
BBHC
328
Brown Brothers Harriman & Co
New York
$71.1K +$25.2K +928 +60%
FW
329
Fairway Wealth
Ohio
$70.7K -$4.61K -170 -6%
BFPW
330
BOK Financial Private Wealth
Colorado
$69.8K
EWA
331
Elevate Wealth Advisory
Georgia
$61.1K
AssetMark Inc
332
AssetMark Inc
California
$59.5K +$25.4K +938 +82%
GGI
333
Godsey & Gibb Inc
Virginia
$55.1K +$52.2K +1,924 New
UB
334
UMB Bank
Missouri
$54.4K
SPIA
335
Steward Partners Investment Advisory
New York
$50.5K -$624 -23 -1%
PK
336
Pflug Koory
Nebraska
$48.6K +$46.1K +1,698 New
TCM
337
TruNorth Capital Management
Michigan
$46.3K
SIC
338
Salem Investment Counselors
North Carolina
$46.1K -$16.5K -608 -27%
FWP
339
FAS Wealth Partners
Kansas
$43.3K +$81 +3 +0.2%
HI
340
Hoey Investments
Pennsylvania
$43.1K +$40.8K +1,504 New
POIA
341
Pin Oak Investment Advisors
Texas
$43K +$43.3K +1,596 New
BCMLT
342
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.8K
LIA
343
Luken Investment Analytics
Tennessee
$38.3K
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$37.4K -$7.97K -294 -18%
SFC
345
SYM Financial Corp
Indiana
$36.3K +$34.4K +1,268 New
SRCM
346
Signature Resources Capital Management
California
$35.3K
AUB
347
Atlantic Union Bankshares
Virginia
$34.8K +$33K +1,216 New
CFD
348
Creative Financial Designs
Indiana
$32.4K -$1.84K -68 -6%
IHWM
349
Iron Horse Wealth Management
Iowa
$31.3K
FP
350
Financial Perspectives
Minnesota
$31.2K