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Schwab Fundamental US Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
376
Heritage Wealth Advisors
Virginia
$1.87K – – –
SFC
377
Strategic Financial Concepts
Texas
$1.74K +$5.7M +206,756 New
RF
378
Robinswood Financial
Washington
$1.65K – – –
TFF
379
The Family Firm
Maryland
$1.37K +$1.38K +50 New
AFWM
380
Abich Financial Wealth Management
Virginia
$1.32K – – –
BWM
381
Bullock Wealth Management
Indiana
$1.3K – – –
CP
382
Camelot Portfolios
Ohio
$1.26K +$1.27K +46 New
RCM
383
Raleigh Capital Management
North Carolina
$1.21K – – –
WWMSC
384
Wagner Wealth Management (South Carolina)
South Carolina
$1.15K +$110 +4 +11%
GWSG
385
GPS Wealth Strategies Group
Colorado
$879 – – –
BAM
386
Byrne Asset Management
New Jersey
$817 – – –
RIL
387
Rothschild Investment LLC
Illinois
$769 – – –
TAM
388
Tucker Asset Management
Colorado
$714 +$717 +26 New
SAM
389
Smartleaf Asset Management
Massachusetts
$653 – – –
SIS
390
Strategic Investment Solutions
Illinois
$480 +$441 +16 New
BNP Paribas Financial Markets
391
BNP Paribas Financial Markets
France
$220 +$221 +8 New
WOSD
392
WFA of San Diego
California
$220 +$221 +8 New
CCMI
393
Creative Capital Management Investments
California
$165 – – –
AEPWM
394
Atlantic Edge Private Wealth Management
Florida
$55 +$55 +2 New
LC
395
Lindbrook Capital
California
$1 – – –
CSIA
396
Charles Schwab Investment Advisory
California
– -$5.47B -191,904,034 Closed
LNC
397
Lincoln National Corp
Pennsylvania
– -$17.9M -628,034 Closed
Goldman Sachs
398
Goldman Sachs
New York
– -$1.67M -58,522 Closed
OWM
399
OneAscent Wealth Management
Alabama
– -$535K -18,762 Closed
CIS
400
Custom Index Systems
New York
– -$525K -18,428 Closed