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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
351
Integrity Financial
Wyoming
$85K – – –
CIAS
352
CBIZ Investment Advisory Services
Ohio
$78.5K – – –
FW
353
Fairway Wealth
Ohio
$77.7K – – –
CFD
354
Creative Financial Designs
Indiana
$77.2K +$44.6K +1,431 +141%
BFPW
355
BOK Financial Private Wealth
Colorado
$76.8K – – –
EWA
356
Elevate Wealth Advisory
Georgia
$67.2K – – –
AWM
357
Activest Wealth Management
Florida
$66.9K +$66.2K +2,123 New
Franklin Resources
358
Franklin Resources
California
$64.9K +$64.2K +2,060 New
VNA
359
Valley National Advisers
Pennsylvania
$62K -$14.8K -474 -19%
UB
360
UMB Bank
Missouri
$59.9K – – –
KCM
361
Key Capital Management
Tennessee
$59.2K +$58.6K +1,880 New
CJ
362
Caitlin John
Michigan
$56.9K – – –
SPIA
363
Steward Partners Investment Advisory
New York
$55.6K +$62 +2 +0.1%
POIA
364
Pin Oak Investment Advisors
Texas
$55K – – –
MCM
365
MidAtlantic Capital Management
Virginia
$49.9K +$49.4K +1,585 New
FWP
366
FAS Wealth Partners
Kansas
$48K +$187 +6 +0.4%
HI
367
Hoey Investments
Pennsylvania
$47.4K – – –
FHA
368
Flagship Harbor Advisors
Massachusetts
$45.4K +$44.9K +1,441 New
QCG
369
Quadrant Capital Group
Ohio
$45.4K – – –
SRCM
370
Signature Resources Capital Management
California
$44.3K – – –
LIA
371
Luken Investment Analytics
Tennessee
$42.1K – – –
PP
372
PFS Partners
New Jersey
$39K – – –
TCM
373
Triumph Capital Management
Colorado
$38.2K +$37.8K +1,212 New
AUB
374
Atlantic Union Bankshares
Virginia
$36.1K +$31 +1 +0.1%
FP
375
Financial Perspectives
Minnesota
$34.3K – – –