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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
AE Wealth Management
Kansas
$162K +$49.1K +1,575 +44%
S
327
SignatureFD
Georgia
$151K
TCM
328
TD Capital Management
Tennessee
$150K +$686 +22 +0.5%
ST
329
Smithfield Trust
Pennsylvania
$149K
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$145K +$103K +3,308 +254%
KPP
331
Kings Path Partners
Texas
$145K +$94 +3 +0.1%
AssetMark Inc
332
AssetMark Inc
California
$142K +$72K +2,309 +105%
VWM
333
Vermillion Wealth Management
Minnesota
$138K +$131K +4,189 +2,277%
KFA
334
Kelleher Financial Advisors
New York
$136K
NWM
335
Navigoe Wealth Management
California
$135K
AAP
336
Arax Advisory Partners
Colorado
$135K +$133K +4,270 New
ACA
337
Aptus Capital Advisors
Alabama
$134K -$16.1K -516 -11%
RTL
338
Red Tortoise LLC
Georgia
$132K -$17.8K -571 -12%
AA
339
Ancora Advisors
Ohio
$129K +$111K +3,565 +694%
BBHC
340
Brown Brothers Harriman & Co
New York
$128K +$50K +1,604 +66%
GWM
341
Geneos Wealth Management
Colorado
$127K -$4.05K -130 -3%
JHCP
342
Jackson Hole Capital Partners
Oklahoma
$119K
PWAM
343
Private Wealth Asset Management
Iowa
$105K +$104K +3,333 New
Wells Fargo
344
Wells Fargo
California
$94K -$75.1K -2,409 -45%
AT
345
Arlington Trust
Alabama
$92.3K
PMFA
346
Plante Moran Financial Advisors
Michigan
$90.6K
MMCM
347
Murphy & Mullick Capital Management
New York
$86.8K
FRA
348
Front Row Advisors
California
$85.1K
IF
349
Integrity Financial
Wyoming
$85K
CIAS
350
CBIZ Investment Advisory Services
Ohio
$78.5K