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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPP
351
Kings Path Partners
Texas
$175K – – –
NWM
352
Navigoe Wealth Management
California
$164K – – –
BBHC
353
Brown Brothers Harriman & Co
New York
$154K – – –
UBS AM
354
UBS AM
Illinois
$150K -$8.17K -229 -5%
CFD
355
Creative Financial Designs
Indiana
$143K +$47.8K +1,341 +55%
GWM
356
Geneos Wealth Management
Colorado
$129K – – –
CT
357
Colonial Trust
South Carolina
$128K +$119K +3,350 New
PWAM
358
Private Wealth Asset Management
Iowa
$127K – – –
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$122K – – –
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$81.5K -2,285 -42%
BF
361
Brooklyn FI
New York
$115K +$109K +3,057 New
GJIA
362
Glass Jacobson Investment Advisors
Maryland
$112K +$23.5K +660 +29%
AT
363
Arlington Trust
Alabama
$112K – – –
MMCM
364
Murphy & Mullick Capital Management
New York
$105K – – –
FRA
365
Front Row Advisors
California
$103K – – –
SPIA
366
Steward Partners Investment Advisory
New York
$102K +$33K +925 +52%
TCM
367
TD Capital Management
Tennessee
$101K -$75.3K -2,111 -44%
FW
368
Fairway Wealth
Ohio
$93.9K – – –
BFPW
369
BOK Financial Private Wealth
Colorado
$92.7K – – –
ATS
370
Ashton Thomas Securities
New York
$85.6K +$80.2K +2,250 New
ATPW
371
Ashton Thomas Private Wealth
Arizona
$84.9K +$68.8K +1,930 +643%
AWM
372
Activest Wealth Management
Florida
$81.3K +$178 +5 +0.2%
EWA
373
Elevate Wealth Advisory
Georgia
$81.1K – – –
AA
374
Ancora Advisors
Ohio
$79.9K -$18.3K -514 -20%
Franklin Resources
375
Franklin Resources
California
$78.4K – – –