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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
351
Fairway Wealth
Ohio
$77.7K
CFD
352
Creative Financial Designs
Indiana
$77.2K +$44.6K +1,431 +141%
BFPW
353
BOK Financial Private Wealth
Colorado
$76.8K
EWA
354
Elevate Wealth Advisory
Georgia
$67.2K
AWM
355
Activest Wealth Management
Florida
$66.9K +$66.2K +2,123 New
Franklin Resources
356
Franklin Resources
California
$64.9K +$64.2K +2,060 New
VNA
357
Valley National Advisers
Pennsylvania
$62K -$14.8K -474 -19%
UB
358
UMB Bank
Missouri
$59.9K
KCM
359
Key Capital Management
Tennessee
$59.2K +$58.6K +1,880 New
CJ
360
Caitlin John
Michigan
$56.9K
SPIA
361
Steward Partners Investment Advisory
New York
$55.6K +$62 +2 +0.1%
POIA
362
Pin Oak Investment Advisors
Texas
$55K
MCM
363
MidAtlantic Capital Management
Virginia
$49.9K +$49.4K +1,585 New
FWP
364
FAS Wealth Partners
Kansas
$48K +$187 +6 +0.4%
HI
365
Hoey Investments
Pennsylvania
$47.4K
FHA
366
Flagship Harbor Advisors
Massachusetts
$45.4K +$44.9K +1,441 New
QCG
367
Quadrant Capital Group
Ohio
$45.4K
SRCM
368
Signature Resources Capital Management
California
$44.3K
LIA
369
Luken Investment Analytics
Tennessee
$42.1K
PP
370
PFS Partners
New Jersey
$39K
TCM
371
Triumph Capital Management
Colorado
$38.2K +$37.8K +1,212 New
AUB
372
Atlantic Union Bankshares
Virginia
$36.1K +$31 +1 +0.1%
FP
373
Financial Perspectives
Minnesota
$34.3K
ATC
374
Adirondack Trust Company
New York
$34K +$6.86K +220 +26%
HNW
375
High Note Wealth
Minnesota
$33.7K +$33.3K +1,068 New