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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
326
Geneos Wealth Management
Colorado
$130K
JHCP
327
Jackson Hole Capital Partners
Oklahoma
$118K
AWM
328
AE Wealth Management
Kansas
$111K +$638 +21 +0.6%
AT
329
Arlington Trust
Alabama
$91.3K
PMFA
330
Plante Moran Financial Advisors
Michigan
$89.6K
PS
331
Principal Securities
Iowa
$88K -$759 -25 -0.9%
MMCM
332
Murphy & Mullick Capital Management
New York
$85.9K
FRA
333
Front Row Advisors
California
$84.1K -$7.9K -260 -9%
IF
334
Integrity Financial
Wyoming
$84K
PAM
335
Palisade Asset Management
Minnesota
$79.7K +$77.7K +2,559 New
CIAS
336
CBIZ Investment Advisory Services
Ohio
$77.6K
FW
337
Fairway Wealth
Ohio
$76.8K
BBHC
338
Brown Brothers Harriman & Co
New York
$76.2K -$1.15K -38 -2%
VNA
339
Valley National Advisers
Pennsylvania
$76K -$8.99K -296 -11%
BFPW
340
BOK Financial Private Wealth
Colorado
$75.9K
AssetMark Inc
341
AssetMark Inc
California
$68.5K +$3.67K +121 +6%
EWA
342
Elevate Wealth Advisory
Georgia
$66.4K
UB
343
UMB Bank
Missouri
$59.2K
CJ
344
Caitlin John
Michigan
$56.3K +$54.9K +1,806 New
SPIA
345
Steward Partners Investment Advisory
New York
$55K +$91 +3 +0.2%
AAS
346
Ameritas Advisory Services
Nebraska
$52.5K -$84.8K -2,793 -62%
TCM
347
TruNorth Capital Management
Michigan
$50.4K
SIC
348
Salem Investment Counselors
North Carolina
$50.2K
POIA
349
Pin Oak Investment Advisors
Texas
$49.2K -$486 -16 -1%
BTI
350
Blue Trust Inc
Georgia
$48.9K +$47.7K +1,570 New